Wytheville, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cary Street Partners
Multi-team
Firm-wide stats for Cary Street Partners
About
Cary Street Partners provides discretionary and non‑discretionary investment advisory and financial planning services to a wide client mix that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm’s services include separately managed accounts, allocation to third‑party funds and private investments, wrap‑fee programs, life insurance strategies, and securities‑backed lending options.
Advisors construct portfolios using a broad investment menu — equities, fixed income, ETFs, mutual funds, structured products and private investments — and may implement proprietary strategies through its affiliated asset manager, Cary Street Partners Asset Management (CSPAM), including a CSPAM‑managed ETF. The firm offers ERISA retirement plan services (able to serve as a 3(21) or 3(38) fiduciary), routinely uses third‑party managers and wrap programs where appropriate, and discloses limited use of AI tools to support meeting notes, research and portfolio modeling under firm oversight.
Compared with many multi‑team firms, Cary Street Partners increasingly serves institutional niches that are less common for peers — notably state and municipal government entities and insurance company clients — and it maintains affiliated broker‑dealer and insurance relationships that support those offerings. The firm is also subject to an indirect majority investment by private equity (CIVC Fund VII) and makes proprietary investment strategies available through affiliates, arrangements the brochure discloses and addresses in its conflict‑of‑interest and governance disclosures.
Based on Cary Street Partners
Expertise
Based on Cary Street Partners
Location
185 West Main Street
Wytheville VA 24382
Advisors at this office
3
Advisors at this office
Ethan C
CFP®, Series 66
Wytheville, VA
Cary Street Partners
Ethan Cook is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Cary Street Partners and previously worked in various roles including positions at Virginia Tech, First Bank and Trust Company, Skyline National Bank, Pascor Atlantic, and Bland County Public Schools. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.
Aaron S
Series 66
Wytheville, VA
Cary Street Partners
Aaron Summers is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners in various capacities since 2012, including a prior role at Luxon Asset Management from 2017 to 2022. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal governments and insurance companies.
Russell J
Series 66
Wytheville, VA
Cary Street Partners
Russell Jones is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years before joining Cary Street Partners in 2021. Outside of his advisory role, he manages farming operations at Creekside Meadows, LLC, serves as vice-chairman of the Millwald Theatre, Inc., a nonprofit dedicated to rehabilitating a historic theatre, and is a board member of the Wythe County Public Schools Foundation for Excellence. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and specialized ERISA retirement plan services, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.
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