Elizabeth Ann King

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2026
  Stony Point Wealth Management Inc.
  Richmond, VA
• 07/2026 → Present
  Cary Street Partners
  Richmond, VA

Previous Registrations

• 2016-09-01 → 2026-07-20
  Seneca House Advisors
  Richmond, VA
• 2004-09-22 → 2016-08-25
  Ameriprise Financial Services, Llc
  Richmond, VA
  Richmond, VA
  Richmond, VA

Other Businesses

1. Hopechest LLC; Co-manager; Family LLC; Richmond VA, 23221; Investment Related; June 2014; 1 hours per month; 0 during trading hours. Richmond SPCA; Nonprofit; Finance Committee Chair; Richmond, VA; Investment-related; Oct 2023. 2. Bollinger Properties; Not investment-related; 5609 Patterson Ave, Suite B, Richmond, VA 23226; Member; 0 hours/month, 0 during trading; start date 02/21); duties include property management. 3. Richmond SPCA; Investment-related; 2519 Hermitage Rd, Richmond, VA 23220; Chair of the Finance Committee; Animal Rescue Organization; Duties include fiscal supervision and reporting to Board of Directors; 5 hours/month, 5 hours during trading. 4. Richmond Symphony; 612 E Grace St #401, Richmond, VA; Director; 3 hours/month, 1 hour/month; not investment-related; start date of 09/2023; duties include being a voting member. 5. Goodnight Eloise; Not investment-related; Owner; 6483 Rockfish River Road, Schuyler, Virginia 22969; 1 hours/month, 1 hour/month during trading; start date of 11/2024; duties include management.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-31

Designations

• Certified Financial Planner