CARY STREET PARTNERS LLC
RICHMOND, VA

Cary Street Partners LLC, a prominent entity in wealth management services, operates under Luxon Financial Company, offering a comprehensive suite of financial advisory and planning solutions. Established in 2002, the firm is committed to delivering customized investment, estate planning, and financial advice. Emphasizing a culture of high performance, independence, and objective thinking, Cary Street Partners leverages an open architecture approach, ensuring clients are provided with industry-leading products without reliance on proprietary solutions. With operations spanning across 14 offices in five states within the mid-Atlantic, southern, and central U.S., Cary Street Partners extends its expertise to clients nationwide, covering all 48 states. The firm is uniquely positioned as a wholly-owned division of Cary Street Partners Investment Advisory LLC, which is federally registered and offers both securities brokerage and insurance along with investment advisory services. Founded in Richmond, Virginia, and incorporated on October 19, 2007, under filing number M07000006290, the company stands recognized by both Florida and the Securities Commission. The headquarters are located at 901 East Byrd Street, Suite 1001, Richmond, VA, with a postal code of 23219. Cary Street Partners actively seeks new talents for its team approach philosophy to enhance client service through broader perspectives and innovative thinking. The firm's officers include Walter D Bayne, Thomas Hjr. Tullidge, and Joseph R Schmuckler as integral managers driving the company’s strategic vision. Maintaining transparency and accountability, the latest corporate event noted was an amendment on April 10, 2020, with its most recent annual report submitted by March 25, 2024. For further details about their services or partnership opportunities, Cary Street Partners can be accessed online at their website: carystreetpartners.com.