0001766904-24-000001.txt : 20240205 0001766904-24-000001.hdr.sgml : 20240205 20240205140826 ACCESSION NUMBER: 0001766904-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240205 DATE AS OF CHANGE: 20240205 EFFECTIVENESS DATE: 20240205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CARY STREET PARTNERS INVESTMENT ADVISORY LLC CENTRAL INDEX KEY: 0001766904 ORGANIZATION NAME: 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: 24595172 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 X0202 13F-HR LIVE false false false 0001766904 XXXXXXXX 12-31-2023 12-31-2023 CARY STREET PARTNERS INVESTMENT ADVISORY LLC

901 EAST BYRD STREET SUITE 1001 RICHMOND VA 23219

13F COMBINATION REPORT 028-19037 0001845445 CARY STREET PARTNERS ASSET MANAGEMENT LLC AristotleCM Janus Henderson Atlanta Capital Management Berkshire AM Capital Group Copeland CM Dearborn Goldman Sachs AM GW Henssler MadisonInvest Neuberger Nuveen AM Parametric Salomon Ludwin Schafer Cullen Suncoast Eq Mgmt Gardner Russo Wilbanks, Smith N Breanna R. Payne 4348178837 Breanna R. Payne Charlottesville VA 02-05-2024 20 2081 2101308682 false 10 0001845445 CARY STREET PARTNERS ASSET MANAGEMENT LLC 115 Aristotle CM 120 Janus Henderson 130 Atlanta Capital Management 137 Berkshire AM 150 Capital Group 187 Copeland CM 207 Dearborn 260 Goldman Sachs AM 265 GW Henssler 295 MadisonInvest 297 Neuberger 308 Nuveen AM 314 Parametric 350 Salomon Ludwin 360 Schafer Cullen 371 Suncoast Eq Mgmt 422 Gardner Russo 440 Wilbanks, Smith 1 0001475045 CARY STREET PARTNERS FINANCIAL LLC INFORMATION TABLE 2 CSPIA13FInfoTable20211231.xml 3M CO COM Stock 88579Y101 2448 13783 SH SOLE 31014 0 997 ABBOTT LABS COM Stock 002824100 2162 15360 SH SOLE 13219 0 2141 ABBVIE INC COM Stock 00287Y109 2353 17381 SH SOLE 37716 0 1841 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 259 625 SH SOLE 625 0 0 AFLAC INC COM Stock 001055102 218 3725 SH SOLE 3725 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 909 2989 SH SOLE 2989 0 0 ALLEGION PLC ORD SHS Stock G0176J109 217 1641 SH SOLE 400 0 1241 ALPHABET 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