| Owner | Title | From | %Ownership |
|---|---|---|---|
| Cary Street Partners Financial LLC ("CSPF") | Member | 01/2004 | > 75% |
| Stewart, Douglas, Guy | Board Manager | 08/2017 | |
| Bayne, Walter, Donald | Board Manager; President, Managing Director | 08/2017 | < 5% |
| Schmuckler, Joseph, Redmond | Board Manager | 08/2017 | |
| Mitchell, Kevin, Lee | Chief Financial Officer, Director | 02/2017 | < 5% |
| Tullidge, Thomas, Hogshead | Secretary/treasurer, Board Manager, Managing Director; Chief Strategy Officer, Legal and Finance (CSPF) | 10/2017 | < 5% |
| Slonecker, Derron, Scott | Board Manager | 08/2019 | |
| Thompson, Jessica, Lacey | Board Manager; Chief Compliance Officer & Corporate Counsel, Managing Director | 11/2020 | < 5% |
| Tullidge, Thomas, Hogshead | Board Manager | 03/2021 | |
| Gallup, Wesley | Board Manager; Chief Operating Officer (CSPF) | 02/2021 | < 5% |
| Hazel, Richard, Marshall | Board Manager | 12/2021 | |
| Schmuckler, Joseph, Redmond | Chairman, Board Manager; Chief Executive Officer (CSPF) | 07/2015 | < 5% |
| Chen, Hsuehliang | Board Manager; Chief Technology Officer (CSPF) | 10/2016 | < 5% |
| Herrick, Thomas, Owen | Board Manager; Chief Investment Officer (CSPF) | 09/2008 | < 5% |
| Tedesco, Maria, Pia | Board Manager | 06/2022 | |
| Stockton, Katherine, Townshend | Board Manager | 05/2023 |
