Austin, TX N. Mopac Expwy Office
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Cary Street Partners
Multi-team
Firm-wide stats for Cary Street Partners
About
Cary Street Partners serves a broad mix of clients — individuals (including high‑net‑worth), corporations, trusts, retirement plans, and other institutional clients. Its services include discretionary and non‑discretionary portfolio management, financial planning, separately managed accounts, selection of third‑party managers, retirement plan fiduciary services, wrap fee programs, insurance‑strategy reviews, and access to lending options.
Portfolios are constructed from a client profile that incorporates investment objectives and risk tolerance and are monitored on a transaction, periodic, and as‑needed basis. The firm offers affiliated proprietary strategies through its asset‑management affiliate (including mutual fund/ETF strategies, separate accounts and an affiliated ETF), engages sub‑advisers and third‑party managers, and uses AI tools to assist meeting notes, research and portfolio modeling with human oversight retained for final decisions.
Noteworthy distinctions include its indirect majority ownership by private equity fund CIVC Fund VII and the presence of affiliated businesses (a broker‑dealer and an asset manager) that support proprietary products and referral arrangements. The firm sponsors wrap programs, offers feeder funds that may pay performance‑based fees or carried interest, and makes lending products available through affiliates — arrangements that can lead to additional fee layers and potential conflicts of interest for prospective clients to evaluate.
Based on Cary Street Partners
Location
7000 N. Mopac Expwy, Suite 150
Austin TX 78731
Advisors at this office
2
Advisors at this office
Kyle H
Series 66
Austin, TX
Cary Street Partners
Kyle Hogue is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual and MML Investors Services. Prior to his financial services career, he was involved with Position Apparel LLC. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.
William N
CFP®, Series 63, Series 65
Austin, TX
Cary Street Partners
William Newbould is a CFP®-designated financial advisor at Cary Street Partners with 32 years of industry experience. He has been with Cary Street Partners since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as President and Treasurer of the Barton Hilltop Homeowners Association in Austin, TX. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse clientele, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing both third-party managers and in-house resources across a range of investment strategies.
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