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.
Overview
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. SMITH SALLEY WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-16, it reported 18 employees; 3,203 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
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
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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: