Bank / Wealth / TrustRIA · CRD 129614SEC-Registered

Updated:

Smith Salley Wealth Management

Smith Salley Wealth Management is an SEC-registered investment adviser in Greensboro, NC, registered since 2003. The firm manages $2.9 billion in assets.

Smith Salley Wealth Management logo

Smith Salley Wealth Management

Smith Salley Wealth Management is an SEC-registered investment adviser in Greensboro, NC, registered since 2003. The firm manages $2.9 billion in assets. It has 18 employees and 15 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2003

AUM

$2.89B (per the firm, 2025)

Location

Region

North America

Country

United States

City

Greensboro

Corporate office

Greensboro, North Carolina, United States

Principals

Gregory Smith, Jr.

Chairman, Co-founder

Scott Batchelor, Jr.

Chief Executive Officer

Mackay Salley

Co-founder, Chairman Emeritus

Blake Guyler

Senior Equity Portfolio Manager

Andy Clark

Chief Market Strategist & Financial Advisor

Sector focus

Real EstatePrivate CreditHedge FundsSecondaries & Special Situations

Frequently asked questions

Who runs investment decisions at Smith Salley?

The investment management team is led by Blake Guyler, CFA, as Senior Equity Portfolio Manager, supported by Nadi Tadros, CFA (Equity Portfolio Manager), George Wyatt (Head Fixed Income Trader), and Jacob Collinsworth, CFA (Head Equity Trader). Andy Clark, CFP, serves as Chief Market Strategist, bridging the advisory and investment functions.

Profile maintained by 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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