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FRANKLIN STREET ADVISORS, INC., CRD 106275
CHAPEL HILL, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RICHARD PETERS BLANKENSHIP | Chartered Financial Analyst | CHAPEL HILL, NC | 22 | 28 | n/a | no |
| ROGER CARLAN EUBANKS | n/a | CHAPEL HILL, NC | 19 | 31 | 1 | no |
| JOSEPH BERNARD FOX | Certified Financial Planner|Chartered Financial Analyst | CHAPEL HILL, NC | 19 | 23 | n/a | no |
| MILTON S BROWN | Certified Financial Planner | CHAPEL HILL, NC | 17 | 17 | n/a | no |
| CHARLES OLIN MAHAFFEY | n/a | CHAPEL HILL, NC | 15 | 17 | 1 | no |
| CRAIG ALAN SULLIVAN | Chartered Financial Analyst | CHAPEL HILL, NC | 14 | 19 | 1 | no |
| CHRISTY LYNN PHILLIPS STRIGEL | n/a | CHAPEL HILL, NC | 13 | 28 | 1 | no |
| JOHNS NORWOOD ELLINGTON | Chartered Financial Analyst | CHAPEL HILL, NC | 11 | 25 | 2 | no |
| DENNIS CLEVELAND GREENWAY | Chartered Financial Analyst | CHAPEL HILL, NC | 11 | 26 | n/a | no |
| Matthew Kent Inman | Certified Financial Planner | CHAPEL HILL, NC | 10 | 10 | n/a | no |
| JOSHUA COY TURNER | n/a | CHAPEL HILL, NC | 10 | 11 | 1 | no |
| TODD DAVID YOUNG | n/a | CHAPEL HILL, NC | 8 | 13 | 1 | no |
| Colin James Bates | n/a | CHAPEL HILL, NC | 7 | 10 | n/a | no |
| ANDREW EDWIN JAMES | n/a | Chapel Hill, NC | 6 | 24 | n/a | no |
| CYNTHIA ROSE STROIK | n/a | CINCINNATI, OH | CHAPEL HILL, NC | Bloomfield, NJ | 2 | 15 | 5 | no |
| PAUL T BODE | n/a | CHAPEL HILL, NC | 0 | 18 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC2 | Other Private Fund | $118M | Mar 26, 2013 | 39 | Mar 27, 2012 | dropped | 021-128553 |
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC2 - SERIES OFIX | Other Private Fund | $63.4M | May 22, 2026 | 23 | Apr 11, 2013 | reported | 021-128553 |
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC2 - SERIES GE | Other Private Fund | $45.2M | May 22, 2026 | 10 | Apr 11, 2013 | reported | 021-128553 |
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC1 | Other Private Fund | $39.5M | Mar 26, 2013 | 46 | Mar 27, 2012 | dropped | 021-128552 |
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC1 - SERIES OFIX | Other Private Fund | $21.1M | May 22, 2026 | 16 | Apr 11, 2013 | reported | 021-128552 |
| FSP EMERGING MANAGER FORENSIC FUND, LLC | Hedge Fund | $15.6M | Mar 26, 2015 | 16 | Mar 26, 2013 | dropped | 021-192920 |
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC1 - SERIES FIX | Other Private Fund | $13.5M | May 22, 2026 | 10 | Apr 11, 2013 | reported | 021-128552 |
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC1 - SERIES GE | Other Private Fund | $11.1M | May 22, 2026 | 12 | Apr 11, 2013 | reported | 021-128552 |
| FRANKLIN STREET PARTNERS MANAGER OF MANAGERS LLC2 - SERIES FIX | Other Private Fund | $9.3M | Jun 29, 2015 | 8 | Apr 11, 2013 | dropped | 021-128553 |
| FRANKLIN STREET MULTI-STRATEGY FUND L.P. | Hedge Fund | $6.4M | Jun 30, 2017 | 10 | Mar 27, 2012 | dropped | 021-50598 |
| FRANKLIN STREET MULTI-STRATEGY FUND LLC | Hedge Fund | $577,124 | Jun 30, 2014 | 22 | Mar 27, 2012 | dropped | 021-50602 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BODE, PAUL, T | MANAGING DIRECTOR BUSINESS DEVELOPMENT, DIRECTOR | Na | yes | 05/2026 | May 22, 2026 | May 22, 2026 |
| Dornheggen, Todd, Robert | Director | Na | yes | 11/2021 | May 22, 2026 | May 22, 2026 |
| FIFTH THIRD ACQUISITION HOLDINGS, LLC | Shareholder | E | yes | 11/2018 | May 22, 2026 | May 22, 2026 |
| FITE, WILSON, LEE | Director | Na | yes | 05/2021 | May 22, 2026 | May 22, 2026 |
| FRISCHER, LORI, MICHELLE | Director | Na | yes | 08/2022 | May 22, 2026 | May 22, 2026 |
| Green, Sarai, Lin | Director | Na | yes | 05/2026 | May 22, 2026 | May 22, 2026 |
| GUTHRIE, JASON, THOMAS | MANAGING DIRECTOR OPERATIONS, IT AND CLIENT SERVICES | Na | yes | 06/2025 | May 22, 2026 | May 22, 2026 |
| MANZON, CAROL, ELIZABETH | MANAGING DIRECTOR, TRUST AND FAMILY OFFICE | Na | yes | 11/2018 | May 22, 2026 | May 22, 2026 |
| NEWELL, WILLIAM, ROBERT | PRESIDENT, DIRECTOR | Na | yes | 11/2018 | May 22, 2026 | May 22, 2026 |
| REYNOLDS, JONATHAN, WILLIAM | Director | Na | yes | 11/2018 | May 22, 2026 | May 22, 2026 |
| STROIK, CYNTHIA, ROSE | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2021 | May 22, 2026 | May 22, 2026 |
| FIFTH THIRD ACQUISITION HOLDINGS, LLC (DBA FIFTH THIRD BANK, NATIONAL ASSOCIATION) | Shareholder | E | yes | 11/2018 | Nov 18, 2019 | Apr 29, 2024 |
| FIFTH THIRD BANCORP | Shareholder | E | yes | 11/2018 | Nov 2, 2018 | Apr 29, 2024 |
| FIFTH THIRD BANK, NATIONAL ASSOCIATION | Shareholder | E | yes | 11/2018 | Nov 18, 2019 | Apr 29, 2024 |
| FIFTH THIRD FINANCIAL CORPORATION | Shareholder | E | yes | 11/2018 | Nov 2, 2018 | Apr 29, 2024 |
| Kreiser, Jr., Merlin, Charles | MANAGING DIRECTOR OF TRUST ADMINISTRATION, FAMILY OFFICE AND OPERATIONS | Na | yes | 12/2020 | Mar 25, 2021 | Apr 29, 2024 |
| REILLY, MARY, ELLEN | Director | Na | yes | 11/2021 | Mar 30, 2022 | Apr 29, 2024 |
| WALNUT & VINE HOLDINGS, LLC (DBA FIFTH THIRD BANK, NATIONAL ASSOCIATION) | Shareholder | E | yes | 11/2018 | Nov 18, 2019 | Apr 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FIFTH THIRD SECURITIES, INC. | n/a | Bd affiliated wealth | $11B | N | yes | n/a |
| FIFTH THIRD WEALTH ADVISORS LLC | n/a | Mixed wealth | $7.8B | N | yes | n/a |
| FIFTH THIRD BANK, NATIONAL ASSOCIATION | n/a | n/a | n/a | Y | yes | n/a |
| FIFTH THIRD INSURANCE AGENCY, INC. | n/a | n/a | n/a | N | yes | n/a |
| FRANKLIN STREET TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $4.5B | $4.5B | 40 | 18 | 0 | 5 | n/a |
| 2023 | Mar 28, 2024 | $3.5B | $3.5B | 39 | 20 | 0 | 5 | $151M |
| 2022 | Mar 23, 2023 | $3.0B | $3.0B | 37 | 19 | 0 | 5 | $155M |
| 2021 | Mar 30, 2022 | $3.5B | $3.5B | 37 | 20 | 0 | 5 | $193M |
| 2020 | Mar 25, 2021 | $3.0B | $3.0B | 39 | 21 | 0 | 5 | $180M |
| 2019 | Mar 27, 2020 | $2.6B | $2.6B | 38 | 21 | 0 | 5 | $173M |
| 2018 | Mar 28, 2019 | $2.2B | $2.2B | 38 | 21 | 0 | 5 | $151M |
| 2017 | Mar 23, 2018 | $2.2B | $2.2B | 39 | 17 | 0 | 5 | $162M |
| 2016 | Mar 30, 2017 | $1.8B | $1.8B | 39 | 15 | n/a | 6 | $154M |
| 2015 | Mar 29, 2016 | $2.0B | $1.8B | 37 | 15 | n/a | 6 | $273M |
| 2014 | Mar 26, 2015 | $2.2B | $1.9B | 40 | 15 | n/a | 8 | $500M |
| 2013 | Mar 31, 2014 | $2.1B | $1.8B | 39 | 16 | n/a | 9 | $515M |
| 2012 | Mar 26, 2013 | $1.7B | $1.5B | 37 | 16 | n/a | 5 | $460M |
| 2011 | Mar 27, 2012 | $1.6B | $1.3B | n/a | n/a | n/a | 4 | $425M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.5B | n/a | n/a | $3.0B | 14.2% | 40 | n/a | 0 | n/a |