Smith, Salley & Associates
Smith, Salley & Associates, founded in 2003, is one of the largest owner-operated wealth management firms in North Carolina, headquartered in Greensboro. With a team of 20 employees, they offer comprehensive financial planning, investment management, and trust services to a diverse clientele including individuals, high-net-worth clients, institutions, charities, and businesses. The firm provides highly personalized, fee-based advisory solutions with a focus on transparency, accessibility, and long-term partnership with clients, serving over a thousand families.
Investment Strategy
Smith, Salley & Associates employs a personalized investment strategy, building customized portfolios tailored to each client’s goals and needs. Their approach includes comprehensive financial planning integrated with investment management, seeking to minimize costs and maximize returns through transparency and candid communication. They focus on understanding the full financial picture of each client and designing portfolios that prioritize long-term growth and financial security. The firm emphasizes clear, ongoing communication and unbiased, goal-driven advice.
Latest 13F Filing Activity
Smith, Salley & Associates filed their most recent 13F report on Sep 30, 2025 disclosing 263 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Apple Inc., Alphabet Inc. among other positions. Smith, Salley & Associates reduced exposure to Constellation Brands Inc., Merck & Co. Inc., Roper Technologies Inc. among others.
Top Holdings
Equity Positions (263)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.76% | $150.8M | 808,419 | $54.43 | $186.58 | +$24.8M |
M MSFT | MICROSOFT CORP | 6.26% | $121.7M | 234,981 | $177.95 | $517.95 | +$9.4M |
A AAPL | APPLE INC | 5.38% | $104.5M | 410,211 | $91.81 | $254.63 | +$21.0M |
G GOOG | ALPHABET INC | 3.43% | $66.7M | 273,963 | $91.15 | $243.55 | +$19.7M |
A AMZN | AMAZON COM INC | 3.10% | $60.3M | 274,797 | $114.26 | $219.57 | +$2.6M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Head Equity Trader | United States | |
 | Portfolio Manager, Equity Analyst | United States | |
 | Chief Investment Officer | Greensboro, NC , United States | |
J J Blake Guyler | Senior Portfolio Manager | Greensboro, NC , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more