13F-HR: CARY STREET PARTNERS INVESTMENT ADVISORY LLC

AI Summary

13F-HR filing by CARY STREET PARTNERS INVESTMENT ADVISORY LLC.

Risk Assessment

Risk Level: low

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 12KB
• cspia093025.html (INFORMATION TABLE)
• cspia093025.xml (INFORMATION TABLE) — 1623KB
• 0001766904-25-000006.txt ( ) — 1637KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: CARY STREET PARTNERS INVESTMENT ADVISORY LLC Address: 901 EAST BYRD STREET SUITE 1001 RICHMOND , VA   23219 Form 13F File Number: 028-19037 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Nancy Oliver Title: Chief Compliance Officer Phone: 804.228.4688 Signature, Place, and Date of Signing: Nancy Oliver Richmond ,  VA 11-10-2025 [Signature] [City, State] [Date] Report Type (Check only one.):    13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK CARY STREET PARTNERS ASSET MANAGEMENT LLC Aristotle Capital Management, LLC JANUS HENDERSON INVESTORS US LLC 55I, LLC ATLANTA CAPITAL MANAGEMENT CO L L C BERKSHIRE ASSET MANAGEMENT LLC/PA BlackRock, Inc. Boston Partners Capital Group Companies, Inc. Copeland Capital Management, LLC DEARBORN PARTNERS LLC Dimensional Fund Advisors Ltd. EATON VANCE MANAGEMENT JPMORGAN CHASE & CO GW&K Investment Management, LLC FEDERATED HERMES, INC. GOLDMAN SACHS ASSET MANAGEMENT, L.P. GW HENSSLER & ASSOCIATES LTD Madison Investments LLC Neuberger Berman Group LLC Nuveen Asset Management, LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC PRINCIPAL GLOBAL INVESTORS ClearBridge Investments Ltd Salomon & Ludwin, LLC WENDELL CO Suncoast Equity Management GARDNER RUSSO & QUINN LLC Vanguard Personalized Indexing Management, LLC Form 13F Summary Page Report Summary: Number of Other Included Managers: 29 Form 13F Information Table Entry Total: 2,923 Form 13F Information Table Value Total: 239,253,596 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK 115 Aristotle Capital Management, LLC 120 JANUS HENDERSON INVESTORS US LLC 130 ATLANTA CAPITAL MANAGEMENT CO L L C 137 BERKSHIRE ASSET MANAGEMENT LLC/PA 138 BlackRock, Inc. 140 Boston Partners 150 Capital Group Companies, Inc. 187 Copeland Capital Management, LLC 207 DEARBORN PARTNERS LLC 208 Dimensional Fund Advisors Ltd. 222 EATON VANCE MANAGEMENT 238 GW&K Investment Management, LLC 240 FEDERATED HERMES, INC. 260 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 265 GW HENSSLER & ASSOCIATES LTD 295 Madison Investments LLC 297 Neuberger Berman Group LLC 308 Nuveen Asset Management, LLC 314 PARAMETRIC PORTFOLIO ASSOCIATES LLC 330 PRINCIPAL GLOBAL INVESTORS 180 ClearBridge Investments Ltd 350 Salomon & Ludwin, LLC 360 SCHAFER CULLEN CAPITAL MANAGEMENT INC 371 Suncoast Equity Management 422 GARDNER RUSSO & QUINN LLC 455 Vanguard Personalized Indexing Management, LLC 10 CARY STREET PARTNERS ASSET MANAGEMENT LLC 234 JPMORGAN CHASE & CO 125 55I, LLC

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