Wealth Manager
    Manages Private Funds

    Salem Advisory Group LLC

    Registered investment advisor · Wells, Maine · CRD #145697

    Assets Under Management
    $76M
    Client Accounts
    495
    Employees
    4
    CRD Number
    145697
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Salem Advisory Group LLC

    Salem Advisory Group LLC is a registered investment advisory firm headquartered in Wells, Maine, managing approximately $76M in regulatory assets across 495 client accounts. The firm's full regulatory record is filed with the SEC under CRD #145697.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Salem Advisory Group LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Salem Advisory Group LLC's AUM?

    Salem Advisory Group LLC reports approximately $76M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Salem Advisory Group LLC headquartered?

    Salem Advisory Group LLC is headquartered in Wells, Maine.

    What is Salem Advisory Group LLC's CRD number?

    Salem Advisory Group LLC's CRD number is 145697. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Salem Advisory Group LLC manage?

    Salem Advisory Group LLC manages approximately 495 client accounts according to its latest SEC filing.

    Is Salem Advisory Group LLC SEC registered?

    Salem Advisory Group LLC is registered as a STATE investment adviser.

    Similar advisors in Maine

    H.m. Payson
    Portland, ME · $9.1B AUM
    R M Davis Inc
    Portland, ME · $8.2B AUM
    Greenbacker Capital Management LLC
    Portland, ME · $3.1B AUM
    Means Wealth Management
    Bangor, ME · $1.6B AUM
    Portland Global Advisors LLC
    Portland, ME · $1.2B AUM
    Headinvest
    Portland, ME · $892M AUM
    See all top RIA firms in Maine →

    Research firms like Salem Advisory Group LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial