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Smith, Salley & Associates, LLC

● SEC registered since 2003CRD 129614SEC# 801-62538Greensboro, NC
Export (members)
Reg. AUM
$2.89B
Employees
18
Accounts
3,203
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 $2.9 billion in regulatory assets under management and employs 18 people.
linkedin.com/company/smith-salley-associates-llcView on SEC.gov ↗

Smith, Salley & Associates, LLC owners & executives

5 reported
NameTitleOwnershipSince
Edmund Scott Batchelor ControlMember/Chief Executive Officer10-25%2007
George Gregory Smith ControlManaging Member/Chairman25-50%2003
Hugo Brian May ControlChief Compliance Officer/MemberUnder 5%2016
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Frequently asked questions

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

Smith, Salley & Associates, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.

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

Smith, Salley & Associates, LLC reports 18 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

Regulatory AUM

$2.89B▲ 23%
Mar '25 — $2.34BApr '25 — $2.34BMay '25 — $2.34BJun '25 — $2.34BJul '25 — $2.34BAug '25 — $2.34BSep '25 — $2.34BOct '25 — $2.34BNov '25 — $2.34BDec '25 — $2.34BJan '26 — $2.34BFeb '26 — $2.89BMar '26 — $2.89BApr '26 — $2.89BMay '26 — $2.89BJun '26 — $2.89B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers

Assets under management

$2.89Bregulatory AUM
Discretionary $2.89BNon-discretionary $957K