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WILLIAM CARY CAPITAL MANAGEMENT
WILLIAM CARY CAPITAL MANAGEMENT, LLC
CRD 292135
1501 BETHLEHEM PIKE, SUITE 2, FLOURTOWN, PA, 19031, United States
Phone
610-955-5240
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.7M
Discretionary AUM
$2.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD