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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Smith Salley & Associates LLC
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| CRD # | 129614 |
| SEC # | 801-62538 |
| CIK # | 0001482012 |
| AUM | $2.3 B (2025-03-31) |
| Employees | 19 (84% Investors, 0% Brokers) |
| Phone | 336-379-7556 |
| Address | 324 West Wendover Avenue Greensboro, NC 27408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 126.1 | ||
| Microsoft Corp | 112.3 | ||
| Apple Inc | 83.5 | ||
| Amazon Com Inc | 57.8 | ||
| Facebook Inc | 56.6 | ||
| J P Morgan Chase & Co | 49.1 | ||
| Alphabet Inc | 47.0 | ||
| VISA Inc | 40.8 | ||
| TJX Companies Inc /DE/ | 33.8 | ||
| United Technologies Corp /DE/ | 31.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 0.2 |
| (b) Individuals (high net worth individuals) | 453 | 1.5 |
| (c) Banking or thrift institutions | 0 | 1.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (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 | 28 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,327 | 3.1 |
| By Discretionary | ||
| Discretionary | 2,325 | 3.1 |
| Non-Discretionary | 2 | 0.0 |
| Total | 2,327 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 2,327 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001482012] |
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|---|---|---|
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Wedmont Private Capital LLC
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PA | 2.4 |
|
GMO Singapore PTE Limited
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2.4 | |
|
RSW Investments Holdings LLC
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NJ | 2.4 |
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Hardy Reed LLC
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MS | 2.4 |
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Guyasuta Investment Advisors Incorporated
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PA | 2.4 |
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Baystate Wealth Management LLC
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KS | 2.4 |
|
36 North Capital Management LLC
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AR | 2.3 |
|
Rock Harbor Partners LLC
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NY | 2.3 |
|
Cookson Peirce & Co Inc
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PA | 2.3 |
|
Valley Wealth Managers Inc
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NJ | 2.3 |