Data / Investment advisers / North Carolina / Greensboro
Investment advisers in Greensboro, NC: 19 firms, $17.1 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
19 investment advisers have their main office in Greensboro, North Carolina: 18 SEC registered and 1 exempt reporting. The registered advisers report $17.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Bell Partners with $6.1 billion.
The request: Every investment adviser in Greensboro, North Carolina with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 19Advisers
- 18SEC registered
- 1Exempt reporting
- $17.1 billionTotal AUM
- 16Advisers over $100 million
- 4Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Bell Partners | Greensboro | $6.12 billion | 30 | 69 | 26 | (336) 232-1900 | adviserinfo.sec.gov | |
| Smith Salley Wealth Management | Greensboro | $2.89 billion | 3,203 | 18 | Not listed | (336) 379-7556 | smith-salley.com | adviserinfo.sec.gov |
| Blueprint Investment Partners LLC | Greensboro | $1.78 billion | 18 | 9 | Not listed | (800) 245-7339 | adviserinfo.sec.gov | |
| Granville Capital, Inc. | Greensboro | $1.37 billion | 106 | 9 | 7 | (336) 273-8544 | granvillecapitalinc.com | adviserinfo.sec.gov |
| Holderness Investments Co | Greensboro | $660.7 million | 778 | 8 | Not listed | (336) 574-1400 | holdernessinvestments.com | adviserinfo.sec.gov |
| 1808 Capital Partners | Greensboro | $644.6 million | 1,103 | 5 | Not listed | (336) 814-9800 | 1808capital.com | adviserinfo.sec.gov |
| Fund Direct Advisors Inc. | Greensboro | $593 million | 156 | 4 | Not listed | (336) 271-4450 | funddirectadvisors.com | adviserinfo.sec.gov |
| Zuraw Financial Advisors, LLC | Greensboro | $519.9 million | 756 | 3 | Not listed | adviserinfo.sec.gov | ||
| Spartan Planning Group | Greensboro | $383.7 million | 1,006 | 5 | Not listed | (800) 371-1292 | spartanplanninggroup.com | adviserinfo.sec.gov |
| Cascades Capital Asset Management, LLC | Greensboro | $383.3 million | 733 | 3 | Not listed | (336) 404-4746 | cascadescapital.com | adviserinfo.sec.gov |
| Capital Management LLC | Greensboro | $383 million | 516 | 3 | Not listed | (336) 856-2911 | capitalmgmtinc.com | adviserinfo.sec.gov |
| Blueprint Fund Management | Greensboro | $340.5 million | 2 | 9 | Not listed | (800) 245-7339 | blueprintmutualfunds.com | adviserinfo.sec.gov |
| Carolina Financial Advisors, Inc. | Greensboro | $240.9 million | 1,226 | 7 | Not listed | (336) 333-0176 | carolinafinancialadvisors.com | adviserinfo.sec.gov |
| Level Wealth Management LLC | Greensboro | $236.5 million | 432 | 3 | Not listed | (336) 355-1432 | adviserinfo.sec.gov | |
| Smith Partners Wealth Management, LLC | Greensboro | $196.1 million | 416 | 4 | Not listed | (336) 272-9488 | smithpartnerswealth.com | adviserinfo.sec.gov |
| Strategic Advisory Partners | Greensboro | $191.4 million | 828 | 8 | Not listed | (336) 790-2560 | adviserinfo.sec.gov | |
| Intercarolina Financial Services, Inc. | Greensboro | $85.4 million | 271 | 29 | Not listed | (336) 288-6890 | intercarolina.net | adviserinfo.sec.gov |
| VN Capital Management, LLC | Greensboro | $63 million | 1 | 1 | 1 | (336) 897-1615 | adviserinfo.sec.gov | |
| Salem Investment Partners | Greensboro | Not listed | Not listed | Not listed | 4 | (336) 245-4747 | salemip.com | adviserinfo.sec.gov |
Advisers in Greensboro that manage private funds
4 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Bell Partners | Greensboro | NC | 26 | Not listed | Not listed | Not listed | 26 | $5.76 billion | $6.12 billion | adviserinfo.sec.gov |
| Granville Capital, Inc. | Greensboro | NC | 7 | 7 | Not listed | Not listed | Not listed | $803.3 million | $1.37 billion | adviserinfo.sec.gov |
| Salem Investment Partners | Greensboro | NC | 4 | Not listed | 1 | Not listed | Not listed | $425 million | Not listed | adviserinfo.sec.gov |
| VN Capital Management, LLC | Greensboro | NC | 1 | 1 | Not listed | Not listed | Not listed | $63 million | $63 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.