CRD: 104855
Salem Investment Counselors INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-02-1979
- Office Locations
- 3
Office Locations
About Salem Investment Counselors INC
Salem Investment Counselors is an independent, privately owned fiduciary RIA founded in 1979, serving retail and institutional investors from North Carolina. The firm builds customized portfolios by hand-picking individual securities, emphasizing high-quality growth equities alongside risk-managed fixed income for stable income. Offers financial planning and investment management for a single all-in fee and does not sell products or insurance.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 25, 2026, reported AUM increased 8.9%, from $3.8B to $4.2B.
Across 5 reported observations, AUM increased 19.6% between March 30, 2022 and March 25, 2026, from $3.5B to $4.2B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 12 advisory representatives and 1,361 clients, or 113.4 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 3 reported office locations and 47 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Salem Investment Counselors INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Salem Investment Counselors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DALE MARTIN BROWN
President
- CRD
- #3121815
- Ownership
- 10% but less than 25%
KENNETH SCOTT JONES
Analyst, VICE PRESIDENT
- CRD
- #2992908
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
ROBERT THOMPSON BEACH
Analyst
- CRD
- #838132
JAMES JOYNER EDMUNDSON JR
Vice President
- CRD
- #3166888
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,144,465,971 | $1,351,750 |
| Non-Discretionary | $43,604,820 | $807,497 |
| Total | $4,188,070,791 | $1,342,330 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Salem Investment Counselors INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Salem Investment Counselors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing