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BB&T Scott & Stringfellow
Truist Advisory Services was established in 2016 following the BB&T corporate lineage. It functions as a registered investment adviser providing portfolio...
BB&T Scott & Stringfellow
Truist Advisory Services was established in 2016 following the BB&T corporate lineage. It functions as a registered investment adviser providing portfolio management and financial planning. The firm deploys capital into private equity, venture strategies, and co-investments. Allocations include buyout and growth equity with exposure to financial services and information technology sectors. Geographic reach centers on North America with additional activity in Europe. Team size and office footprint remain undisclosed in available records. No adjacent philanthropic vehicles or club memberships appear in the data. No operational events from the past 24 months were identified. The structure reflects a bank-affiliated wealth platform rather than an independent family office, with investment decisions integrated into Truist’s broader advisory operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Richmond
Corporate office
303 Peachtree Street 2nd Floor, Richmond, GA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at BB&T Scott & Stringfellow?
Investment decisions sit within Truist Advisory Services. No individual portfolio managers or CIOs are named in public records.
Does BB&T Scott & Stringfellow participate in fund commitments or only direct deals?
The firm uses both fund commitments and co-investments. Allocation data shows exposure to private equity buyout and venture strategies.
What investment stages does BB&T Scott & Stringfellow typically target?
Target stages include early-stage seed through growth equity and buyouts. Multiple strategy tags confirm coverage across venture and private equity.
Where does the underlying wealth come from?
No specific family or corporate wealth origin is disclosed. The platform serves external clients as a bank-affiliated adviser.
Is BB&T Scott & Stringfellow structured as a single family office?
No. It operates as a bank wealth management and RIA platform under the Truist umbrella serving multiple client types.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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