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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
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
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.
Is Smith Salley a single-family office or a wealth management firm?
Smith Salley is a fee-based, owner-operated wealth management firm serving over 1,100 families, not a single-family office. It provides financial planning, discretionary portfolio management, and trust services, primarily to clients in North Carolina.
Does Smith Salley invest in private equity or venture capital?
Smith Salley has not publicly disclosed commitments to private equity or venture capital funds. The investment team's disclosed expertise centers on public equities and fixed income, suggesting direct alternatives are not a core offering.
How is Smith Salley's ownership structured?
The firm is owned by its member-advisors. The public team page states that because members own the firm, they 'have control over the entire process,' which implies a classic partnership or employee-stock-ownership structure common to independent RIAs.
What is Mackay Salley's current role?
Mackay Salley is Co-founder and Chairman Emeritus, indicating a transition from day-to-day management. Day-to-day leadership sits with CEO Scott Batchelor Jr., with Gregory Smith Jr. remaining Chairman.
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