Salem Investment Counselors Inc.
Salem Investment Counselors Inc., founded in 1979, is an independent investment advisory and financial planning firm headquartered in Winston-Salem, North Carolina. Originally established to serve a prominent North Carolina family, the firm now provides investment management, financial planning, estate planning, and tax planning for a diverse clientele, including individuals and institutions. It manages over $3.85 billion in assets and employs approximately 20 professionals, of whom 12 are dedicated investment advisors. Salem is known for its personalized, client-focused service and commitment to integrity and long-term relationships.
Investment Strategy
Salem Investment Counselors focuses on constructing customized portfolios of high-quality companies with proven track records and strong growth prospects. Each client portfolio is tailored through hand-picking individual securities to match specific needs; there is no one-size-fits-all approach. For fixed income allocations, the firm emphasizes risk management and income stability. Salem operates on a fee-only basis, maintaining transparency and independence, and does not sell financial products or insurance.
Latest 13F Filing Activity
Salem Investment Counselors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 1,194 equity positions with a total 13F market value of $3B. The fund increased holdings in Apple Inc., Lowes Cos Inc., Nvidia Corporation among other positions. Salem Investment Counselors Inc. reduced exposure to 3m Co., Intuitive Surgical Inc., Accenture PLC Ireland among others.
Top Holdings
Equity Positions (1,194)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LOW | LOWES COS INC | 10.02% | $350.0M | 1,392,826 | $238.97 | $251.31 | +$39.9M |
N NVDA | NVIDIA CORPORATION | 7.79% | $272.2M | 1,458,628 | $13.62 | $186.58 | +$39.3M |
A AAPL | APPLE INC | 7.11% | $248.4M | 975,635 | $17.53 | $254.63 | +$48.3M |
M MSFT | MICROSOFT CORP | 5.91% | $206.4M | 398,460 | $63.82 | $517.95 | +$8.2M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.74% | $130.6M | 715,870 | $10.09 | $182.42 | +$19.3M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Chapel Hill, NC , United States | |
 | Portfolio Analyst | Raleigh, NC , United States | |
| Chief Investment Officer | Chapel Hill, NC , United States | |
 | Analyst | Winston-Salem, NC , United States |
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