Chief Compliance Officer

0001766904-21-000006.txt : 20210816 0001766904-21-000006.hdr.sgml : 20210816 20210816125558 ACCESSION NUMBER: 0001766904-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CARY STREET PARTNERS INVESTMENT ADVISORY LLC CENTRAL INDEX KEY: 0001766904 IRS NUMBER: 260070474 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19037 FILM NUMBER: 211176237 BUSINESS ADDRESS: STREET 1: 901 EAST BYRD STREET STREET 2: SUITE 1001 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: 8043408100 MAIL ADDRESS: STREET 1: 901 EAST BYRD STREET STREET 2: SUITE 1001 CITY: RICHMOND STATE: VA ZIP: 23219 FORMER COMPANY: FORMER CONFORMED NAME: CARY STREET PARTNER INVESTMENT ADVISORY LLC DATE OF NAME CHANGE: 20190204 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001766904 XXXXXXXX 06-30-2021 06-30-2021 CARY STREET PARTNERS INVESTMENT ADVISORY LLC

901 EAST BYRD STREET SUITE 1001 RICHMOND VA 23219

13F COMBINATION REPORT 028-19037 0000813933 028-01880 ANCHOR CAPITAL ADVISORS LLC 0001598416 Astor Investment Management LLC 0001027817 ATLANTA CAPITAL MANAGEMENT CO L L C 0001386060 Boston Partners 0000732812 CAPITAL GROUP COMPANIES INC 0001034369 CAPRIN ASSET MANAGEMENT LLC /ADV 0001845445 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0001276460 CHICKASAW CAPITAL MANAGEMENT LLC 0001348883 Clearbridge Investments, LLC 0001161670 CULLINAN ASSOCIATES INC 0001255435 CUMBERLAND ADVISORS INC 0000945631 EAGLE CAPITAL MANAGEMENT LLC 0001102578 EARNEST PARTNERS LLC 0001061286 EDGE ASSET MANAGEMENT, INC 0001056288 FEDERATED HERMES, INC. 0000764532 FIDUCIARY MANAGEMENT INC /WI/ 0001163368 PACIFIC INVESTMENT MANAGEMENT CO LLC 0001080369 GW HENSSLER & ASSOCIATES LTD 0000053417 JENNISON ASSOCIATES LLC 0001230788 JOHN HANCOCK INVESTMENT MANAGEMENT LLC 0001021223 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0001207017 LAZARD ASSET MANAGEMENT LLC 0001004244 NEW ENGLAND ASSET MANAGEMENT INC 0001692234 Russell Investments Group, Ltd. 0000763848 NWQ INVESTMENT MANAGEMENT COMPANY, LLC 0001167026 PRINCETON CAPITAL MANAGEMENT LLC 0000769734 PRINCIPAL GLOBAL INVESTORS 0001368905 Quantitative Advantage, LLC 0001766156 Salomon & Ludwin, LLC 0001056593 SCHAFER CULLEN CAPITAL MANAGEMENT INC 0000080255 PRICE T ROWE ASSOCIATES INC /MD/ 0001145263 TCW INVESTMENT MANAGEMENT Co LLC 0001259887 LONDON CO OF VIRGINIA 0001068837 VOYA INVESTMENT MANAGEMENT LLC 0000884546 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0001075869 WELLS CAPITAL MANAGEMENT INC 0001327354 Wells Fargo Funds Management, LLC 0001007399 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0000900973 Winslow Capital Management, LLC 0001086483 ZACKS INVESTMENT MANAGEMENT N Jessica Thompson Chief Compliance Officer 804-228-4680 Jessica Thompson Richmond VA 08-16-2021 0 316 309364 false INFORMATION TABLE 2 cspia_13f_20210630.xml SPDR S&P 500 ETF ETF 78462F103 10173 23765 SH SOLE 22347 0 1418 MICROSOFT CORP COM Stock 594918104 8809 32518 SH SOLE 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