Franklin Street Advisors Inc.

**Franklin Street Advisors, Inc. Summary:** Established in 1991, Franklin Street Advisors, Inc. (FSA) is a registered investment adviser specializing in providing strategic investment advice to high-net-worth individuals and institutional investors. FSA, acquired by Fifth Third Acquisition Holdings, LLC in 2018, operates as a wholly owned subsidiary of Fifth Third Bank, National Association. Acting as a fiduciary under the Investment Advisers Act of 1940, FSA offers high-touch investment management services tailored to individual financial goals. **Key Consumer-Facing Terms:** - Minimum relationship size: $1 million - Fee structure: Tiered annual fee based on assets under management - Investment discretion: FSA generally accepts accounts with full investment discretion - Custody: Client assets held by qualified custodians; FSA deemed to have custody due to fee deduction authority and standing letters of authorization - Fee payment: Annual management fee assessed quarterly based on account assets - Investment strategy: Open architecture approach with access to various asset classes and managed separate accounts - Risk factors: Detailed risk analysis provided, including market, credit, cybersecurity, and political risks - Brokerage practices: Consideration of multiple factors beyond commission rates; use of soft dollars for research services **Advisory Business Description:** FSA employs an Investment Policy Committee to formulate asset allocation strategies and offers various Strategic Asset Allocation models. The firm provides customized investment solutions, including managed separate accounts and private funds. Clients receive regular account reviews, performance reports, and market outlook letters. For more detailed information, the complete Form ADV Part 2A brochure is available upon request from FSA. [Contact Information:](919) 489-2600 | [email protected] | www.franklin-street.com This summary is based on information provided in the Form ADV Part 2A brochure of Franklin Street Advisors, Inc. as of March 2025.