Franklin Street Advisors Inc.

Franklin Street Advisors Inc. (CRD# 106275) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $1,847,949,354 in 1,248 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,848
    MILLION
  • Total Number of Accounts
    1,248
    ACCOUNTS
  • Average Account Value
    $1,480,729
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, SC, TX, VA

Financial Advisors at Franklin Street Advisors Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Johns N. Ellington
CRD#: 2285549
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
96
Wealthminder
score

Johns Ellington (CRD# 2285549) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 17 years of experience in the finance industry.

2
Joseph B. Fox
CRD#: 4466171
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
96
Wealthminder
score

Joseph Fox (CRD# 4466171) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 15 years of experience in the finance industry.

3
Dennis C. Greenway
CRD#: 3092298
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
96
Wealthminder
score

Dennis Greenway (CRD# 3092298) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 18 years of experience in the finance industry.

4
Craig A. Sullivan
CRD#: 5263655
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
96
Wealthminder
score

Craig Sullivan (CRD# 5263655) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 11 years of experience in the finance industry.

5
Roger C. Eubanks
CRD#: 2601243
1450 Raleigh Rd. Suite 300, Chapel Hill, NC 27517
93
Wealthminder
score

Roger Eubanks (CRD# 2601243) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.

6
Charles O. Mahaffey
CRD#: 5731782
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
93
Wealthminder
score

Charles Mahaffey (CRD# 5731782) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 9 years of experience in the finance industry.

7
Christy L. Phillips Strigel
CRD#: 2421782
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
93
Wealthminder
score

Christy Phillips Strigel (CRD# 2421782) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 20 years of experience in the finance industry.

8
Matthew K. Inman
CRD#: 6591261
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
92
Wealthminder
score

Matthew Inman (CRD# 6591261) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 2 years of experience in the finance industry. Matthew Inman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Richard P. Blankenship
CRD#: 1081815
1450 Raleigh Road, Ste. 300, Chapel Hill, NC 27517
90
Wealthminder
score

Richard Blankenship (CRD# 1081815) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry.

10
Milton S. Brown
CRD#: 5464105
1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517
90
Wealthminder
score

Milton Brown (CRD# 5464105) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry. Milton Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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