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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-18-2003
- Office Locations
- 2
Office Locations
About Smith Salley Wealth Management
Smith Salley Wealth Management is a North Carolina-based, owner-operated wealth management firm offering comprehensive financial planning, investment management, and trust services, with a focus on retirement planning and customized portfolios for families. Investment implementation is ETF-centric alongside fixed income allocations (including municipals and government/credit). The firm supports clients across NC with offices in Greensboro and Mooresville and custodians such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE GREGORY SMITH JR.
Analyst, Chairman, Managing Member
- CRD
- #4698611
- Ownership
- 25% but less than 50%
EDMUND SCOTT BATCHELOR JR.
Chief Executive Officer, Investment Advisor
- CRD
- #5291030
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Benjamin Gordon Bailey
Financial Advisor
- CRD
- #6983175
Robert Forest Boulton
Financial Advisor
- CRD
- #7942979
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,892,536,542 | $903,635 |
| Non-Discretionary | $957,268 | $478,634 |
| Total | $2,893,493,810 | $903,370 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | 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 |
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