Firm Overview

Strategic partnership announced with CIVC Partners

Acquisition of Keene & Dorchak Investment Advisors, opening 19th office in Fort Worth, TX

Firm reaches $10 billion in total assets

Cary Street Partners adds to Morristown office with the addition of Rich Spinner

Cary Street Partners Named to Forbes Third Annual Top RIA Firms List (Received Oct 2024 for year 2023)

Cary Street Partners named to the Barron’s List of 2024 Top 100 RIA Firms for fifth consecutive year (Received Sept 2024 for year 2023)^*

Recognized by Financial Advisor Magazine as 2024 Top RIA (Received July 2024 for year 2023)

Firm reaches $9 billion in total assets

Cary Street Partners expands presence into Florida adding 18th office with the addition of Steven Cere, Chris Nardi & Jay Walters

Recognized by USA Today as Best Financial Advisory Firms 2024 (Received April 2024 for year 2024)

Received Gramercy Institute Financial Strategy Marketing Award for CSP Wealth Wisdom Series

Cary Street Partners adds to Charlotte office with the addition of Jake Downing & Team

Acquired AnchorCove Partners LLC in New York, NY

^*Licensing fees paid post award for use of the ranking.

Firm reaches $8 billion in total assets

Cary Street Partners Named to Forbes/Shook Top RIA Firms (Received Oct 2023 for year 2022)

Cary Street Partners adds to Charlotte office with the addition of Lance Bryan

CSP Asset Management exceed $1 billion under management

Cary Street Partners Named to the Barron’s List of 2023 Top 100 RIA Firms for fourth consecutive year (Received Sept 2023 for year 2022)^*

Cary Street Partners adds to Morristown office with the addition of Todd Engmann

Recognized by USA Today as Best Financial Advisory Firms 2023 (Received April 2023 for year 2023)

Elected Katie Stockton to the Board of Directors

Cary Street Partners opens 17th office with the addition of Eric Morris & team, growing into South Carolina

^*Licensing fees paid post award for use of the ranking.

Cary Street Partners Named to the Barron’s List of 2022 Top 100 RIA Firms for third consecutive year (Received Sept 2022 for year 2021)^*

Cary Street Partners recognized in Financial Advisor Magazine as one of America’s Top RIA’s (Received July 2022 for year 2021)

Cary Street Partners adds to Virginia Beach office with the addition of Ian Holder

Elected Maria Tedesco to the Board of Directors

Firm reaches $7 billion in total assets

Acquisition of Atlantic Union Bankshares Corporation’s Dixon, Hubard, Feinour & Brown

Summit, NJ office moved to Morristown, NJ

Cary Street Partners launches ETF with Fairlead Strategies

Secured credit facility to support the firm’s robust growth

Acquisition of National Wealth Management in Morristown, NJ

^*Licensing fees paid post award for use of the ranking.

Elected Richard M. Hazel to the Board of Directors

Cary Street Partners Named to The Barron’s List of 2021 Top RIAs for second consecutive year (Received Sept 2021 for year 2020)^*

Firm reaches $5 Billion in Total Assets

Cary Street Partners recognized in Financial Advisor Magazine RIA Top 50 Fastest Growing Firms for second consecutive year (Received July 2021 for year 2022)

Cary Street Partners adds to Wytheville office with the addition of Rusty Jones

Partnership announced with First Generation Investors; Cary Street Partners sponsoring FGI chapters at the University of Richmond and Virginia Tech

CSP Global Portfolios exceed $800 Million

Douglas G. Stewart named Chairman of the Board

^*Licensing fees paid post award for use of the ranking.

Cary Street Partners named to Barron’s list of 2020 Top 100 RIAs in the United States

Cary Street Partners recognized in Financial Advisor Magazine RIA Top 50 Fastest Growing Firms (Received August 2020 for year 2019)

Cary Street Partners named to 2020 Financial Times 300 Top Registered Investment Advisors (Received August 2020 for year 2019)

Firm reaches $4 Billion in Total Assets

Acquisition of Waypoint Advisors in Virginia Beach, VA

Firm changes holding company name from Luxon Financial LLC to Cary Street Partners Financial LLC

Elected Derron Slonecker to the Board of Directors

Firm announces strategic alliance with Ducera

Acquisition of Tradition Capital Management in Summit, NJ

Firm reaches $3.8 Billion in Total Assets

CSP Global Portfolios reach $500 Million in Total Assets

Cary Street Partners named to Financial Times Top 300 (Received June 2018 for year 2017)

Cary Street Partners adds to Abingdon office with the addition of Bryan Lawson

Cary Street Partners adds to Glenn Allen office with the addition of RJ Reibel

CSP Global Portfolios first annual third party performance verification

Cary Street Partners adds to Glen Allen office with the addition of Rea Keller

Moved corporate headquarters to East Byrd Street in Richmond, VA

CSP Global Portfolios added to Morningstar

CSP Global Portfolios added to the Envestnet platform

Internalized compliance and operations

CSP Global Portfolios exceed $400 Million

Acquired Rafalko Advisors, Inc. in Glen Allen, VA

Recapitalized holding company as Luxon Financial LLC

Established Luxon Insurance Services

Elected new Board Members

Firm reaches $2.5 Billion in Total Assets

Established Luxon Asset Management

Cary Street Partners adds to Fredericksburg office with the addition of Lee Murray

Joseph R. Schmuckler joined as Chief Executive Officer

Cary Street Partners adds to Charlotte office with the addition of Will Allen

Acquired Riverstone Wealth Management in Austin and San Antonio, TX

Firm reaches $2 Billion in Total Assets

Opened Johnson City, TN office

Opened Charlotte, NC office

Opened Abingdon, VA office

Firm reaches $1 Billion in Total Assets

Acquired Stewart Wealth Management in Fredericksburg, VA

Acquired Soles Bower Smith & Co. in Greensboro, NC

Started Wealth Management business in Richmond, VA

Obtained Broker / Dealer License

Firm founded by Mark M. Gambill and Thomas H. Tullidge Jr.