AdFi
SI

SALEM INVESTMENT COUNSELORS INC

SEC Registered

Your financial well-being is our mission.

WINSTON SALEM, NChttps://saleminvestment.com336-768-7230
Assets Under Management
$1B–$5B
Year Founded
1979
Employees
18
Office Locations
2 offices
Total Accounts
3120

About the firm

Founded in 1979, Salem Investment Counselors provides wealth management services as a fiduciary and SEC Registered Investment Advisor to clients nationwide. Originally established to serve a prominent North Carolina family, Salem opened its doors to other investors in 1982 and has grown to over $4.19 billion in assets under management.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Investment ManagementWealth ManagementFixed IncomeTax PlanningFiduciarySEC Registered Investment AdvisorCustomized PortfoliosCapital GrowthCapital Preservation

Services

Investment management focusing on high-quality companies and fixed income securities, customized portfolio construction, financial partnership, wealth management, and tax planning including working with clients' accountants to develop tax strategies and reviewing tax returns.

tax_planning

Who they serve

Clients nationwide, including individuals and families seeking personalized investment portfolios tailored to their specific needs and goals.

Client segmentClientsAssets managed
Individuals (Non-HNW)693$216M
High Net Worth Individuals601$3.6B
Charitable Organizations3$20M
State/Municipal Entities41

0 total clients reported on Form ADV.

Leadership

David Brian Rea
PRESIDENT
Dale Martin Brown
VICE PRESIDENT
Jeffrey Claude Howard
SECRETARY/TREASURER
Kenneth Scott Jones
VICE PRESIDENT
Mark Irvin Thompson
VICE PRESIDENT

Office locations

2 offices in 1 state
NC
WINSTON SALEMHQ
NC
DURHAM

Advisors at this firm

14 advisors in the directory

Regulatory & compliance

CRD number
#104855
SEC Number
801-14487
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SALEM INVESTMENT COUNSELORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

SALEM INVESTMENT COUNSELORS INC | AdvisorFinder