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Franklin Street Advisors Inc.
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Franklin Street Advisors Inc. Share
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Overview Share
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Chapel Hill, North Carolina
$2.6 billion AUM
1 office

Franklin Street Advisors Inc. is based in Chapel Hill, North Carolina and has $2.6 billion in assets under management.

Location
1450 Raleigh Road
Suite 300
Chapel Hill, NC 27517
$2.6 billion
AUM
38
Employees
AUM Share
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$2,638,830,725
Assets under management
1,448 clients
Number of clients
Average investment size is $1,822,397
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 66 $27,432,937 1% $415,651
High net worth individuals 305 $1,903,219,739 72% $6,240,065
Pooled investment vehicles 5 $173,159,230 7% $34,631,846
Pension and profit sharing plans 1 $694,158 0% $694,158
Charitable organizations 29 $84,846,133 3% $2,925,729
State or municipal government entities 2 $40,565,347 2% $20,282,674
Insurance companies 11 $74,263,111 3% $6,751,192
Other corporations or businesses 30 $334,650,070 13% $11,155,002
Employees Share
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38
Employees
21
Investment analysts
55% of total employees
AUM per employee Share
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$2,638,830,725
Assets under management
$69,442,914
AUM per employee
$125,658,606
AUM per investment analyst
About Share
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Compensation

Franklin Street Advisors Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Security recommendations
Services offered

Franklin Street Advisors Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Investment advice
Firm data Share
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CRD number 106,275
SEC number 801-39635
Legal structure Corporation
Legal governance North Carolina, United States
Latest ADV filing date March 27, 2020

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