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Smith, Salley & Associates, LLC

● SEC registered since 2003CRD 129614SEC# 801-62538Greensboro, NC
Export (members)
Reg. AUM
$2.34B
Employees
19
Accounts
2,791
Location
Greensboro, NC

Smith, Salley & Associates, LLC assets under management

Smith, Salley & Associates, LLC operates as an SEC-registered investment adviser based in Greensboro, NC. The firm has been registered since 2003. It reports $2.3 billion in regulatory assets under management and employs 19 people.
linkedin.com/company/smith-salley-associates-llcView on SEC.gov ↗

Smith, Salley & Associates, LLC owners & executives

8 reported
NameTitleOwnershipSince
Andrew Douglas DavisMember5-10%2007
Andrew R. ClarkMemberUnder 5%2021
Edmund Scott Batchelor ControlMember/Chief Executive Officer10-25%2007
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Frequently asked questions

How much does Smith, Salley & Associates, LLC manage?

Smith, Salley & Associates, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does Smith, Salley & Associates, LLC have?

Smith, Salley & Associates, LLC reports 19 employees.

Where is Smith, Salley & Associates, LLC located?

Smith, Salley & Associates, LLC is based in Greensboro, NC and has been SEC-registered since 2003.

Does Smith, Salley & Associates, LLC disclose fund performance?

Smith, Salley & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address324 West Wendover Avenue, Suite 301, Greensboro, NC 27408
Phone336-379-7556
Fax336-379-8606
Office hours8:30 a.m. To 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1482012
Discloses disciplinary historyNo

Assets under management

Discretionary$2.34B
Non-discretionary$709K
Total (RAUM)$2.34B