Smith Salley Wealth Management is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $2,709,127,279 of assets under management and employs about 17 people. Smith Salley Wealth Management uses a fee structure of and a percentage of assets under your management.

Triad Financial Advisors, Inc. is a fee-only financial planning and investment advisory firm established in 2014 and registered under the SEC. The firm offers fiduciary wealth management services customized to individual needs, focusing on life planning, investment management, asset allocation, and periodic monitoring of outside assets. They do not sell financial products or receive commissions, operating solely on fees for independent investment and financial planning advice. The firm's CEO, Patrick Rush, is the principal owner. As of December 31, 2022, Triad Financial Advisors managed $863,132,435 in assets under management, with services including tax planning, estate planning, retirement planning, and investment analysis. The fee structure is based on a percentage of assets under management, starting at 1.00% for the first $1,000,000 and decreasing for higher amounts. The firm charges a minimum quarterly fee of $750, which may be waived at their discretion. Clients have the option to authorize fee deductions directly from their accounts. Triad Financial Advisors primarily uses Schwab and TD Ameritrade as custodians and brokers, with services including investment research, trade execution, and custody of assets. The firm participates in programs offered by these custodians, receiving support services and benefits that assist in managing client accounts. Clients are encouraged to review their accounts regularly, with the option for more frequent reviews based on individual needs and goals. Triad Financial Advisors does not vote on client securities and does not have physical custody of client funds or securities.

Granville Capital, Inc. is a Registered Investment Adviser established in February 2003, located in Greensboro, NC. The firm specializes in providing investment advisory services to high-net-worth individuals, trusts, IRAs, charitable organizations, and pooled investment vehicles. Granville offers portfolio management, financial planning, asset allocation, security selection, and investment monitoring services. The firm's investment strategy involves allocating client assets to various underlying investment managers across multiple strategies, asset classes, regions, and securities. Granville's regulatory assets under discretionary management were $770,163,125 as of December 31, 2024. The minimum initial investment for pooled investment vehicles ranges from $300,000 to $1,000,000. Granville charges fixed asset-based management fees ranging from 0.25% to 1% per year, depending on the investment vehicle. The firm may also receive performance-based fees based on net profits. Granville acts as a fiduciary and is a general partner or investment manager for various investment funds. Clients are urged to review detailed risk factors and fee structures in the offering documents. Granville has a Code of Ethics in place to ensure high standards of conduct and address potential conflicts of interest. The firm has no disciplinary events to disclose and maintains custody of client assets through third-party qualified custodians. Granville has investment discretion for fund of funds accounts and separately managed accounts. Clients can request information on proxy voting policies and procedures from the firm. Granville has a sound financial condition and does not require prepayment of fees in advance.

Blueprint Investment Partners LLC is a fee-only asset manager established in December 2013, specializing in providing sub-advisory services to registered investment advisors and brokerage service providers. The firm was founded by Jon Robinson and Brandon Langley, who developed systematic trading strategies focused on rules-based investing. Blueprint offers discretionary and non-discretionary asset management services, utilizing proprietary investment strategies that focus on price, systematic and rules-based processes, transparency, diversification, and client-friendliness. The firm offers four primary strategies - Growth, Moderate Growth, Balanced, and Conservative - globally diversified across various asset classes. Clients have the option to invest in the Blueprint Strategies as a core allocation or as a liquid alternative sleeve allocation. Blueprint charges a negotiable sub-advisory fee not exceeding 0.55% of assets under management annually for its services. The firm does not charge performance-based fees and does not have custody of client funds, which are held at a qualified third-party custodian. Clients engaging Blueprint for sub-advisory services typically hire the firm to provide discretionary asset management services. Blueprint has not had any material changes in its business since November 25, 2024. For more information, clients can contact Brandon Langley, Chief Compliance Officer and Managing Partner of Blueprint.

Holderness Investments Company, established in 1995, specializes in providing customized investment management services to high-net-worth individuals, trusts, estates, pension plans, and other legal entities. The firm primarily invests in domestic and international stocks, bonds, mutual funds, and ETFs, tailoring investment strategies to each client's risk profile and objectives. Holderness manages approximately $327 million on a discretionary basis and $19 million on a non-discretionary basis. Clients are charged annual fees based on a tiered schedule, with the ability to negotiate fees. Holderness does not charge performance-based fees, ensuring no conflicts of interest. The firm's minimum account size is typically $1 million but negotiable. Investment strategies involve fundamental analysis, with a focus on long-term horizons. Holderness offers custom portfolio management, vision tactical strategies, and third-party investment manager recommendations. The firm's investment team includes Richard Holderness, Kim Cummings Eder, Ken Shahbaz, and Sheila Falls. Holderness acts as a fiduciary, upholding a code of ethics and monitoring accounts regularly. The firm has a referral arrangement with McMillion Capital Management, Inc. and custody client assets with unaffiliated broker-dealers or banks. Holderness has investment discretion over most client accounts and implements policies for voting client securities. Additionally, the firm engages Chicago Clearing Corporation to handle class action lawsuits on behalf of clients. Holderness has not faced any financial difficulties or disciplinary events in the past 10 years.

Zuraw Financial Advisors, LLC is a North Carolina limited liability company established in 2013. The firm specializes in offering investment advisory services, including portfolio management and financial planning. Zuraw Financial Advisors primarily engages in discretionary asset management services, where clients grant the firm limited power of attorney to make investment decisions on their behalf. The firm's investment strategy involves investing in ETFs, common stocks, mutual funds, and individual bonds based on clients' financial circumstances, goals, and risk tolerance. Clients are required to have a minimum account size of $250,000, and the firm charges an asset-based fee of up to 1.00% for portfolio management services. Financial planning and consulting fees are billed at a fixed fee agreed upon by the client and the firm. Zuraw Financial Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm has custody of client assets for fee deduction purposes and may vote proxies for clients' securities. Zuraw Financial Advisors reviews client accounts at least quarterly and provides access to account information and performance through the Morningstar portal. The firm does not engage in directed brokerage or pay for client referrals. Additionally, Zuraw Financial Advisors has no financial issues that would impair its ability to meet commitments to clients.

Capital Management, LLC is a SEC-registered investment adviser based in Greensboro, NC, with roots dating back to 1980. The firm offers individual portfolio management services, retirement plan consulting, and financial planning. They manage client funds on a discretionary and non-discretionary basis, tailoring portfolios to client goals, risk tolerance, and liquidity needs. The firm's investment strategies include long-term purchases and option writing. Capital Management, LLC charges fees based on a tiered schedule tied to assets under management, with a minimum initial investment requirement. The firm does not charge performance-based fees and does not engage in wrap fee programs. Clients have the option to engage the firm's insurance agent for implementing investment recommendations, with full discretion over implementation. The firm's Code of Ethics emphasizes high ethical standards and compliance with securities laws. Clients have the authority to terminate the advisory relationship at any time. Capital Management, LLC does not vote on proxies for clients and has no financial conditions that would impair meeting contractual obligations. As of December 2024, the firm actively managed over $313 million in client assets on a discretionary basis.

Cascades Capital Asset Management, LLC is an investment advisory firm based in Greensboro, North Carolina, established in 2013. The firm specializes in providing portfolio management services to individuals, trusts, estates, corporations, and retirement plans. The firm's investment strategy focuses on preserving and enhancing clients' wealth through investments in equities, ETFs, mutual funds, bonds, and other asset classes. Cascades Capital offers financial planning services in conjunction with portfolio management, addressing areas such as cash flow planning, retirement planning, and insurance analysis. Clients have the option to engage Cascades Capital on a discretionary or non-discretionary basis. Under discretionary management, the firm has the authority to supervise and direct client portfolios without prior consultation. Non-discretionary management requires client approval before executing any trades. The firm may recommend the use of Separate Account Managers when appropriate, offering clients access to various manager styles to meet their investment objectives. Fees for portfolio management services are individually negotiated and can range up to 1.00% annually based on assets under management. There is no minimum portfolio value required for advisory services. Cascades Capital does not have performance-based fee arrangements or side-by-side management. The firm acts as a fiduciary, obligated to act in the best interests of clients and avoid conflicts of interest. Clients receive quarterly statements and ongoing portfolio reviews to ensure alignment with their financial goals and risk tolerance. Barry Carpenter, the sole principal owner, leads the firm's team of investment professionals.

Carolina Financial Advisors, Inc. is a registered investment adviser established in 2000 by President Christopher Wick Jones, offering portfolio management and financial planning services on a discretionary basis. The firm's investment policy focuses on the preservation of principal, emphasizing quality securities, diversification, and minimizing costs. They provide Values Based Investing portfolios aligning with traditional Christian values. The firm uses the Pontera platform for managing held away assets with discretion, aiming to improve account performance over time. Carolina Financial Advisors, Inc. acts as a fiduciary, obligated to act in clients' best interests, with fees based on total assets under management ranging from 1.00% to 2.5%. The firm does not charge performance-based fees and serves various types of clients without requiring a minimum investment amount. Their investment strategies include fundamental and technical analysis, offering a range of investment options such as equity securities, mutual funds, and real estate funds. The firm does not have any disciplinary history and does not maintain custody of client funds or securities. Clients receive quarterly investment statements and have the option for hourly or fixed fee financial planning services.