Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
LUXON FINANCIAL LLC, Luxon Financial LLC, Cary Street Partners Holdings, LLC
SEC CIK
IRS number
200544286
SEC advisor number
801-64239
FINRA CRD number
128545
AUM ?
$1.94 bn
(as of 26 Jan 21)
Accounts
5,299
(as of 26 Jan 21)
Employees
56
(36 investment advisory or research)
Address
Cary Street Partners Financial
901 EAST BYRD STREET
SUITE 1001
RICHMOND
VA 23219
901 EAST BYRD STREET
SUITE 1001
RICHMOND
VA 23219
Phone
804-340-8100
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
19 Aug 24
D/A
$1.09 mm in equity, sold $931.14 k, 4 investors
2 Aug 24
D
$800.00 k in equity, sold $480.00 k, 2 investors
17 Jun 24
D/A
$1.53 mm in equity, sold $1.25 mm, 3 investors
8 Nov 23
D
$950.00 k in equity, sold $950.00 k, 2 investors
28 Apr 23
D
$600.02K in equity, sold $600.02K, 1 investor
20 Jul 22
D
$27.97M in equity, sold $27.97M, 2 investors
30 Jun 22
D
$958K in equity, sold $958K, 1 investor
18 Apr 22
D
$300K in equity, sold $300K, 1 investor
30 Jun 21
D
$2.25M in equity, sold $2.25M, 3 investors
30 Jun 20
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
22 Jul 24
13F-NT
Notice of holdings reported by another manager
30 Apr 24
13F-NT
Notice of holdings reported by another manager
5 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
10 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23