Cary Street Partners Revenue, Growth & Competitor Profile

DBA CARY STREET PARTNERS ASSET MANAGEMENT
DBA CARY STREET PARTNERS ASSET MANAGEMENT LLC
DBA CARY STREET PARTNERS FINANCIAL, LLC
DBA CARY STREET PARTNERS INVESTMENT ADVISORY LLC
DBA LUXON FINANCIAL LLC

Company Profile & Annual Report for Cary Street Partners

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Cary Street Partners Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	901 East Byrd Street Suite 1001 Richmond, VA 23219

Note: Revenues for privately held companies are statistical evaluations.


Cary Street Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Cary Street Partners's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Cary Street Partners is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Cary Street Partners Annual Revenue and Growth Rate

Cary Street Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Cary Street Partners's revenues are gauged from an analysis of company filings.

Cary Street Partners's Income Statement (based on Industry Averages)

Cary Street Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Cary Street Partners is developing and marketing. Cary Street Partners doesn't have any recent trademark applications, indicating Cary Street Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

CARY STREET PARTNERS Financial services, namely, wealth management services; Broker-dealer financial services in the field of securities, stocks, bonds, annuities, mutual funds and exchange traded funds; Investment Advice; Fund research and selection namely, mutual and exchanged traded fund advisory services in the nature of mutual and exchanged traded fund research and selection; Financial portfolio advice in the nature of financial portfolio analysis services; Asset allocation services in the nature of financial asset management; Financial management in the field of investment planning; Financial planning; Financial retirement planning; Estate planning; Life insurance brokerage, in particular life insurance wholesaling and related life insurance brokerage services, namely, arranging for the underwriting, issuing and administration of life insurance; Health insurance and employee benefit insurance brokerage, in particular health insurance and employee benefit insurance wholesaling and related services, namely, arranging for the underwriting, issuance and administration of health insurance and employee benefit insurance; Investment consultation in the fields of insurance and retirement products and services; Investment banking services

01/24/2020

See all trademarks and details in the Full Report.

Market Share of Cary Street Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Cary Street Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Cary Street Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CARY STREET PARTNERS	Richmond, VA	100
MATRIX CAPITAL MARKETS GROUP	Richmond, VA	24
WEALTHFORGE HOLDINGS	3015 W. Moore Street, VA	23
SALOMON & LUDWIN	Richmond, VA	7
THOMPSON DAVIS ASSET MANAGEMENT	Richmond, VA	6
INVESTMENT MANAGEMENT OF VIRGINIA	Richmond, VA	6

Other Companies at 901 East Byrd Street, Richmond VA

Company	Headquarters	Revenue ($ MM)
LIQUI-BOX	Richmond, VA	100
AVEPOINT PUBLIC SECTOR	Richmond, VA	37
AVEPOINT	Richmond, VA	30
DSS RAPAK	Richmond, VA	21
PA CAPITAL	Richmond, VA	17

Future Competition: Cary Street Partners's Fastest Growing Competitors

These companies are in the same general field as Cary Street Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)