Franklin Street Advisors Review


Trust Score 80%
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Last updated: May 21st, 2019. Data source: SEC filings.

Franklin Street Advisors, federally registered in 1991, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 13 advisors. Franklin Street Advisors manages $2.2 billion and provides investment advisory services for 450 clients (1:35 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $4,804,562
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $2.2 billion
Advisor / Client Ratio 1:35
Headquarters Chapel Hill, NC
SEC Filings Forms and Brochures    (CRD # 106275)
State(s) Registered CA, FL, GA, MA, NY, NC, SC, TN, TX, VA, WA


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