ABOUT US

OUR MISSION

Cary Street Partners is a wealth management firm committed to excellence in all aspects of our business. We are focused on where the industry is headed and work to get there first, challenging the status quo of old thinking and systems. We believe in individual responsibility and the power of aligning the interests of our clients, employees, owners and business partners in a culture that results in positive change and provides new opportunities.

Cary Street Partners was named to the Financial Times 300 Top Registered Investment Advisers list for 2018. The Financial Times conducts an independent analysis of data from a broad universe of companies before selecting those firms to be named to this elite list of financial advisors.

OUR HISTORY

  • 2019

    Acquired Traditional Capital Management, Summit, NJ

    Firm reaches $3.5 Billion in AUM

    Luxon Global Portfolios reach $500 Million in AUM

  • 2018

    Named to Financial Times Top 300 Investment Advisers

    Moved corporate headquarters to East Byrd Street in Richmond, VA

    Elected Wendy Rogers to the Board of Directors

    Luxon Global Portfolios became GIPS compliant

    Luxon Global Portfolios track record audited and verified by ACA Compliance Group

    Luxon Global Portfolios added to Morningstar

    Luxon Global Portfolios added to the Envestnet platform

    Luxon Global Portfolios exceed $400 Million

    Internalized compliance and operations

  • 2017

    Recapitalized holding company as Luxon Financial LLC

    Established Luxon Insurance Services

    Elected new Board Members

    Opened Kingsport, TN office

    Opened Leesburg, VA Investment Advisory office

    Acquired Rafalko Advisors, Glen Allen, VA

    Firm reaches $2.5 Billion in AUM

    Established Luxon Asset Management

  • 2016

    Opened Nashville, TN office

  • 2015

    Joseph R. Schmuckler joined as Chief Executive Officer

  • 2013

    Acquired Riverstone Wealth Management in Austin and San Antonio, TX

    Firm reaches $2 Billion in AUM

  • 2011

    Opened Johnson City, TN office

  • 2010

    Opened Charlotte, NC office

  • 2009

    Opened Abingdon, VA office

  • 2008

    Firm reaches $1 Billion in AUM

  • 2007

    Acquired Stewart Wealth Management in Fredericksburg, VA

    Acquired Soles Bower Smith & Co. in Greensboro, NC

  • 2004

    Started Wealth Management business in Richmond, VA

  • 2003

    Obtained Broker / Dealer License

  • 2002

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