SMITH SALLEY WEALTH MANAGEMENT
Firm details
- Headquarters
- GREENSBORO, North Carolina
- CRD number
- 129614
- Registered since
- December 18, 2003
- Website
- smith-salley.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.43%
- Individuals6.21%
- Corporations / Businesses5.91%
- Charitable Organizations1.36%
- Banking / Thrift Institutions0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Smith Salley Wealth Management operates as an independent SEC-registered registered investment adviser organized as an LLC and overseen by an individual owner. The firm provides fee-based wealth management and financial planning, managing portfolios for individuals, families, small businesses and institutions. Its service mix includes portfolio management, selection of outside managers and insurance brokerage. Smith Salley acts as a capital allocator—sourcing and placing clients into third-party strategies—and charges clients a percentage of assets under management. The firm is not positioned as an active ESG investor. Public recognition includes placements on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- State & Local Bonds12%
- US Government Bonds6%
- Non-Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2EDMUND BATCHELOR
CEOCRD 5291030
HUGO MAY
Chief Compliance OfficerCRD 4387448
Contacts
3 of 14Allen Ropp
Financial AdvisorCRD 6876110
Robert Boulton
Financial AdvisorCRD 7942979
Benjamin Bailey
Financial AdvisorCRD 6983175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$187M in ETFs
98%
$183M
<1%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MBS ETF (MBB) | BlackRock | Passive | Intermediate Government | $15.6M | 164,662 | 8.37% |
Location
GREENSBORO, NC
GUILFORD
Location
GREENSBORO, NC
Headquartered in GREENSBORO, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- GUILFORD
- Address
- 324 W Wendover Ave
- Time zone
- ET (UTC-5)
- Office locations
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