|
⚲
|
| Keyboard |
| Salem Investment Counselors Inc
✚
|
|
|---|---|
| CRD # | 104855 |
| SEC # | 801-14487 |
| CIK # | 0000884423 |
| AUM | 4,188.1 M (2026-03-25) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 336-768-7230 |
| Address | 480 Shepherd Street Winston Salem, NC 27103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lowes Companies Inc | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Micron Technology Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Advanced Micro Devices Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 693 | 0.2 |
| (b) Individuals (high net worth individuals) | 601 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 41 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,120 | 4.2 |
| By Discretionary | ||
| Discretionary | 3,066 | 4.1 |
| Non-Discretionary | 54 | 0.0 |
| Total | 3,120 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 3,120 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000884423] | |
| SC 13D | [0000884423] | |
| SC 13G | [0000884423] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Salem Investment Counselors Inc | Dawson Geophysical Co | [2019-09-09] |
| Salem Investment Counselors Inc | Southern Community Capital Trust II | [2012-02-15] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ZWJ Investment Counsel Inc
✚
|
GA | 4,226.9 M |
|
Scharf Investments LLC
✚
|
CA | 4,211.3 M |
|
Systematic Financial Management LP
✚
|
NJ | 4,206.5 M |
|
Stifel Capital Management LLC
✚
|
NY | 4,199.9 M |
|
Clear Investment Research LLC
✚
|
GA | 4,191.6 M |
|
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 4,190.4 M |
|
Crossingbridge Advisors LLC
✚
|
NY | 4,182.1 M |
|
Essex Financial Services Inc
✚
|
CT | 4,170.0 M |
|
IPG Investment Advisors LLC
✚
|
CA | 4,136.5 M |
|
Founders Financial Securities LLC
✚
|
MD | 4,135.1 M |