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Chapel Hill, NC Office

Team
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Franklin Street Advisors INC. logo

Franklin Street Advisors INC.

Multi-team

Firm-wide stats for Franklin Street Advisors INC.

Total advisors

16

Across 2 offices

Clients per advisor

24 Very Low

Avg AUM per client

$9,642,013 Very High

HNW client ratio

84% Very High

About

Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and a range of institutional clients, including pension plans, trusts, pooled investment vehicles, and governmental entities. The firm offers separately managed accounts with dedicated in‑house equity and taxable and tax‑exempt fixed income management, as well as a Fund Advisory Program that implements strategic asset allocations using mutual funds and ETFs.

Investment decisions are guided by a quarterly Investment Policy Committee and a team‑based manager research process that blends strategic and tactical asset allocation across Growth, Moderate, and Conservative models, plus tailored mandates such as Strategic Growth, Equity Income, and unconstrained fixed income. FSA generally manages client portfolios on a discretionary basis, encourages written investment policy statements, and combines open architecture access to third‑party managers with its internal portfolio teams.

FSA is an indirect, wholly owned subsidiary of Fifth Third Bank and discloses affiliations with a state‑chartered trust company (Franklin Street Trust Company), broker‑dealer affiliates and Comerica Securities, reflecting uncommon banking, trust and municipal‑advisor linkages for a multi‑team advisory firm. The firm also acts as adviser and sponsor to private pooled vehicles (the Franklin Street Partners Manager of Managers LLC series) and notes that those vehicles are maintained with qualified custodians and audited by independent auditors subject to PCAOB inspection; the brochure emphasizes investment management and related consulting and trust services rather than standalone financial planning.

Based on Franklin Street Advisors INC.

Expertise

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing

Based on Franklin Street Advisors INC.

Occupation focus

Founder/Business Owner Retired

Based on Franklin Street Advisors INC.

Location

1450 Raleigh Road, Suite 300

Chapel Hill NC 27517-8833

Advisors at this office

15

Advisors at this office

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Johns E

CFA®, Series 63, Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Johns Ellington is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Franklin Street Advisors, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Chapel Hill, NC. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach that integrates in-house management with external managers, supported by a quarterly Investment Policy Committee and a disciplined manager research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Joshua T

Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Joshua Turner is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Franklin Street Advisors since 2016. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm uses an open-architecture approach that combines in-house management with external managers and offers strategic asset allocation models as well as bespoke mandates.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Milton B

CFP®

Chapel Hill, NC

Franklin Street Advisors INC.

Milton Brown is a CFP® professional with 16 years of industry experience, currently serving at Franklin Street Advisors, Inc. since 2009. Outside of his advisory role, he manages Annie C Charters, LLC, which owns a sportfishing charter boat operated by a professional crew during occasional for-hire trips. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture investment approach combining in-house and external management, supported by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Dennis G

CFA®, Series 63

Chapel Hill, NC

Franklin Street Advisors INC.

Dennis Greenway II is a CFA® charterholder and Series 63 licensee with 11 years of experience in the financial industry. He has been with Franklin Street Partners, Inc. since 2015. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients, including pension plans and governmental entities. The firm uses a team-based manager research process and offers separately managed accounts along with a Fund Advisory Program that employs strategic asset allocations through mutual funds and ETFs.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Joseph F

CFP®, CFA®, Series 63

Chapel Hill, NC

Franklin Street Advisors INC.

Joseph Fox is a CFP® and CFA® with 18 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2007. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach combining in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Colin B

Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Colin Bates is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with eight years of industry experience. He has been with Franklin Street Advisors since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers separately managed accounts alongside fund advisory programs that utilize mutual funds and ETFs.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Craig S

CFA®, Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Craig Sullivan is a CFA® charterholder with 18 years of industry experience. He has been with Franklin Street Securities, Inc. since 2012. The firm provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. Franklin Street Advisors employs an open-architecture approach that combines in-house and external management, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Christy P

Series 63, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Christy Phillips Strigel is a financial advisor with Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Franklin Street Advisors since 2013. Outside of her advisory role, she is a partner and officer in two non-investment businesses involved in the importation and sales of European sport horses and equestrian activities, though she does not have active management responsibilities in these ventures. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a range of clients including individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee, and offers strategic asset allocation models as well as bespoke mandates.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Matthew I

CFP®, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Matthew Inman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Franklin Street Advisors, Inc. since 2016. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and institutional clients, including pension plans and trusts. The firm employs a team-based manager research process and offers tailored mandates across equity and fixed income strategies, combining internal portfolio teams with access to third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Todd Y

Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Todd Young is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at KDI Capital Partners LLC and Echelon Point Advisors, LLC before joining Franklin Street Advisors. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach combining in-house and external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Andrew J

Series 65, Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Andrew James is a financial advisor at Franklin Street Advisors Inc. in Chapel Hill, NC, holding Series 65 and Series 66 licenses with six years of industry experience. He has been with Franklin Street Partners, Inc. since 2002. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm employs a team-based, research-driven approach to strategic and tactical asset allocation across multiple investment models and offers access to both internal and third-party portfolio managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Charles M

Series 63, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Charles Mahaffey is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Franklin Street Advisors since 2010. Franklin Street Advisors, Inc. provides discretionary investment management and advisory services to a range of clients including individuals, pooled investment vehicles, pensions, trusts, non-profits, and governmental entities. The firm employs an open-architecture approach that combines in-house management with external managers, guided by a quarterly Investment Policy Committee and a disciplined manager-research process.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Paul B

Series 63, Series 65

Chapel Hill, NC

Franklin Street Advisors INC.

Paul Bode is a financial advisor at Franklin Street Advisors Inc. with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Safe Harbor Family Capital, LLC and Johnson Development Associates. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm uses a team-based manager research process and offers separately managed accounts, combining in-house equity and fixed income management with access to third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Richard B

CFA®

Chapel Hill, NC

Franklin Street Advisors INC.

Richard Blankenship is a CFA® charterholder with 22 years of industry experience, currently serving at Franklin Street Advisors, Inc. He has been with Franklin Street Partners, Inc. since 1997. Franklin Street Advisors, Inc. provides discretionary, customized investment management to high-net-worth individuals and various institutional clients. The firm employs a team-based manager research process and manages client portfolios on a discretionary basis, offering access to both internal portfolio teams and third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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Roger E

Series 63, Series 66

Chapel Hill, NC

Franklin Street Advisors INC.

Roger Eubanks is a financial advisor at Franklin Street Advisors, Inc. in Chapel Hill, NC, with 21 years of industry experience. He has been with Franklin Street Advisors since 2016 and holds the Series 63 and Series 66 designations. Franklin Street Advisors provides discretionary, customized investment management to high-net-worth individuals and institutional clients, utilizing a team-based approach that combines strategic and tactical asset allocation through a range of models and tailored mandates. The firm offers separately managed accounts and a Fund Advisory Program with access to both internal portfolio teams and third-party managers.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner Retired
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