Cary Street Partners Investment Advisory LLC 

VA

  SEC # 1766904

        

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No  Owner Relationships  (where the Issuers of the  Cary Street Partners Investment Advisory LLC-owned  securities are...)

        

but there are...  Recent Holdings Reports for this and 7 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
4/30/24			3/31/24				2,279		$2,364,361		VA	Cary Street Partners Investment Advisory LLC
							325		$314,714		VA	Cary Street Partners Asset Management LLC
							697		$1,950,845		VA	Cary Street Partners Financial LLC [ formerly Luxon Financial LLC ]
							287		$13,906		WA	Parametric Portfolio Associates LLC
											and 18 Other Managers
2/7/24			12/31/23				2,081		$2,101,309		VA	Cary Street Partners Investment Advisory LLC
											and 20 Other Managers
11/13/23			9/30/23				3,045		$985,015		VA	Cary Street Partners Investment Advisory LLC
							45		$302		GA	Atlanta Capital Management Co. LLC
							39		$225		GA	GW Henssler & Associates Ltd.
											and 7 Other Managers
8/10/23			6/30/23				1,752		$1,556		VA	Cary Street Partners Investment Advisory LLC
					Not Allocated...						VA	Salomon & Ludwin, LLC
					Not Allocated...						NY	Schafer Cullen Capital Management Inc.
											and 5 Other Managers
2/14/23			12/31/22				1,656		$1,359		VA	Cary Street Partners Investment Advisory LLC
11/14/22			9/30/22				503		$1,214		VA	Cary Street Partners Investment Advisory LLC
											and 5 Other Managers
8/15/22			6/30/22				551		$1,180		VA	Cary Street Partners Investment Advisory LLC
5/16/22			3/31/22				273		$364		VA	Cary Street Partners Investment Advisory LLC

        

No  Issuer Relationships  (where the Owners of the  Cary Street Partners Investment Advisory LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

Cary Street Partners Investment Advisory LLC  has been the Filing Agent for  2  Affiliates:

Latest Filing						Affiliate			Filings
		Type		As Party
4/30/24		13F-NT		Filer:¹		VA	Cary Street Partners Financial LLC [ formerly Luxon Financial LLC ]		1
4/30/24		13F-HR		Filer:¹		VA	Cary Street Partners Asset Management LLC		3
Total:									4
__________
¹   Filer:  Filing by the Affiliate filed re: themself.

2  Filing Agents and/or Registrants have submitted Filings for  Cary Street Partners Investment Advisory LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
4/30/24		13F-HR			No Filing Agent:  Self-filed — 1766904		19
11/12/20		13F-HR		TX	Toppan Merrill/FA — 1104659		1
Total:							20
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.