Smith Salley Wealth Management

Overview

Smith Salley Wealth Management is an independent, SEC‑registered registered investment adviser organized as an LLC and operating under individual ownership. The firm provides fee‑based wealth management and financial planning, serving both individual and family clients as well as institutional and business accounts. Advisory services include portfolio management for individuals, small businesses and larger institutions, financial planning, and manager selection; the firm also acts as an insurance broker. Smith Salley positions itself as a capital allocator that blends direct equity exposure with allocations to third‑party alternative managers. It does not identify as an active ESG investor and is not described as a multi‑state adviser. The firm was recognized by FA Magazine in 2020 and appeared on CNBC’s Top 100 Financial Advisory Firms list in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives