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Smith, Salley & Associates, LLC
Gregory Smith, Jr. · Investment Advisor · Multi-Strategy
Smith, Salley & Associates, LLC, also known as Smith Salley Wealth Management, is an owner-operated registered investment advisory firm founded in 2003 and based in Greensboro, North Carolina. The firm provides comprehensive wealth management services, including financial planning, portfolio management, and trust services, primarily serving high-net-worth individuals, families, and charitable organizations. As a fee-based advisor, Smith Salley emphasizes transparency and personalized attention, avoiding commission-based conflicts of interest to align with client goals. Managing over $2 billion in assets, the institution focuses on delivering objective, long-term financial guidance through an experienced team of advisors and in-house investment expertise. Their history is rooted in providing straightforward and trusted advice to help clients navigate various market conditions and life transitions effectively.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.9% |
| YTD return | +13.7% |
| Sharpe ratio | 3.46 |
| Win rate | 59% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://smith-salley.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 13.4% | +21.1% |
| AAPL | Apple Inc | 10.3% | +27.3% |
| GOOGL | Alphabet Inc Class A | 9.8% | +33.8% |
| MSFT | Microsoft Corporation | 9.8% | +3.5% |
| AMZN | Amazon.com Inc | 5.5% | +14.5% |
| AVGO | Broadcom Inc | 4.6% | -1.6% |
| JPM | JPMorgan Chase & Co | 4.5% | +17.0% |
| BRK-A | Berkshire Hathaway Inc | 4.0% | +2.8% |
| META | Meta Platforms Inc. | 3.6% | -12.2% |
| V | Visa Inc. Class A | 3.6% | +10.1% |
| ASML | ASML Holding NV ADR | 3.6% | +48.8% |
| MU | Micron Technology Inc | 3.5% | +27.8% |
| RTX | Raytheon Technologies Corp | 3.5% | +18.1% |
| ABBV | AbbVie Inc | 3.2% | +10.0% |
| ANET | Arista Networks | 3.1% | +29.3% |
| TJX | The TJX Companies Inc | 2.9% | -8.9% |
| ADI | Analog Devices Inc | 2.9% | +42.1% |
| TMO | Thermo Fisher Scientific Inc | 2.9% | +18.0% |
| APH | Amphenol Corporation | 2.8% | +1.5% |
| MA | Mastercard Inc | 2.3% | -1.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 10.3% → 9.8% |
| Aug 31, 2026 | SELL | V | 3.5% → 3.6% |
| Aug 31, 2026 | SELL | BRK-A | 4.2% → 4.0% |
| Aug 31, 2026 | SELL | TJX | 3.5% → 2.9% |
| Aug 31, 2026 | SELL | APH | 2.9% → 2.8% |
Investment Style Analysis
Smith, Salley & Associates, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Smith, Salley & Associates, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is built upon the pillars of quality, diversification, and consistency. Smith Salley employs a disciplined, fundamental valuation process to construct equity portfolios typically consisting of approximately 40 high-quality individual stocks across multiple sectors. This approach aims to identify companies with strong financial health and sustainable growth potential. Their investment strategies are tiered into core, growth, and dividend-focused equity models, complemented by dynamic fixed-income strategies designed for income generation and capital preservation. By maintaining an in-house research team and a big-picture perspective on wealth management, the firm seeks to provide transparent and tailored investment solutions that adapt to changing interest rates and market volatility while keeping client costs low.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Smith, Salley & Associates, LLC.
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Frequently asked questions
How is the simulated portfolio for Smith, Salley & Associates, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Smith, Salley & Associates, LLC's largest holding?
As of the latest filing, Smith, Salley & Associates, LLC's top position is NVIDIA Corporation (NVDA), representing 13.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Smith, Salley & Associates, LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.9% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.46, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Smith, Salley & Associates, LLC primarily invest in?
Smith, Salley & Associates, LLC has a strong preference for the Semiconductors sector, which makes up 24.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Smith, Salley & Associates, LLC's portfolio concentrated or diversified?
Smith, Salley & Associates, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Smith, Salley & Associates, LLC performed in 2026?
Our AI-simulated model portfolio for Smith, Salley & Associates, LLC tracks a Year-to-Date (YTD) return of +13.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Gregory Smith, Jr. manage Smith, Salley & Associates, LLC directly?
Yes, Gregory Smith, Jr. serves as the key portfolio manager for Smith, Salley & Associates, LLC, overseeing the investment strategy and final capital allocation decisions.