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SALEM INVESTMENT COUNSELORS INC

CRD 104855File 801-14487
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.19B
Top 25% of cohort (national)
Discretionary AUM
$4.14B
Non-discretionary $43.6M
Clients
1,361
3,120 accounts
Employees
18
Top 10% of cohort in NC

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
ARO
Registration date
Apr 2, 1979
Principal office
480 SHEPHERD STREET, WINSTON SALEM, NC, 27103
Phone
336-768-7230

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.19B
Discretionary AUM
$4.14B
Non-discretionary AUM
$43.6M
Discretionary accounts
3,066
Non-discretionary accounts
54
Total accounts
3,120
AUM per client
$3.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other23$100.1M
Charitable organizations41$281.8M
High net worth individuals601$3.57B
Pension and profit sharing plansFewer than 5$20.2M
Individuals (other than high net worth individuals)693$216.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.