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Theodore James Brown

Cary Street Partners Asset Management

Richmond, VA

Cary Street Partners

Fredericksburg, VA

CRD 4307809

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Employer firm

Cary Street Partners Asset Management CRD 289178

$1.45B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cary Street Partners Asset Management

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-08-31
  • VA RA
    APPROVED
    Since 2017-08-31

Branch Locations

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2007-06-22
  • VA RA
    APPROVED
    Since 2007-06-22

Branch Locations

250 Executive Center Parkway, Fredericksburg, VA 22401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cary Street Partners Llc Fredericksburg VA 06/2007 Present
Luxon Asset Management Richmond VA 08/2017 Present
  • 06/2007 → Present
    Cary Street Partners Llc
    Fredericksburg, VA
  • 08/2017 → Present
    Luxon Asset Management
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-07
S65 Uniform Investment Adviser Law Examination 2002-05-28
  • S63 Uniform Securities Agent State Law Examination
    2005-10-07
  • S65 Uniform Investment Adviser Law Examination
    2002-05-28

View on SEC IAPD

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WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

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