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
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing