Semmax Financial Advisors, Inc. is a reputable investment advisory firm headquartered in Winston-Salem, NC. With a team of 19 dedicated professionals, including 7 experienced investment advisors, Semmax provides comprehensive financial services to individuals and businesses alike. They pride themselves on managing a substantial amount of assets under management, averaging around $85,500,000 per investment advisor. This figure aligns well with industry standards, showcasing their competence in delivering financial guidance and support. Semmax Financial Advisors, Inc. adopts a flexible compensation structure, offering various fee arrangements such as a percentage of assets under management, fixed fees, and performance-based fees. This approach ensures their clients have options that cater to their unique needs and goals. The firm boasts an extensive client base, serving over 690 individuals with a combined $290,976,000 in assets under management. Notably, nearly half of these assets come from employer 401K plans and individual clients, demonstrating Semmax's expertise in this area. Moreover, Semmax manages all assets on a discretionary basis, providing clients with peace of mind knowing that their investments are being proactively managed by trusted professionals. Operating out of two offices, Semmax Financial Advisors, Inc. has established a strong local presence in the Winston-Salem community. The firm is known for its commitment to excellence and has built a stellar reputation over the years. Some of their most seasoned advisors, including Jonathan Short, Marcus Snodgress, and Matthew Landon, have been instrumental in driving Semmax's success and helping clients achieve their financial objectives.

Kuhn Advisors, Inc. is a highly regarded investment advisory firm based in Durham, NC, with two offices strategically located to cater to a diverse clientele. With a team of eight dedicated professionals, including three specialized investment advisors, Kuhn Advisors, Inc. has established itself as a trusted partner in wealth management. Their exceptional track record is reflected in the impressive average of $210,630,000 in assets under management per investment advisor, significantly surpassing the industry average. The firm offers a comprehensive compensation structure, including a percentage of assets under management and hourly charges, ensuring alignment with their clients' financial goals. While Kuhn Advisors, Inc. manages a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their substantial assets under management. Their expertise extends to managing employer funds, showcasing their versatility in meeting the diverse needs of their clientele. Notably, all the assets managed by Kuhn Advisors, Inc. are discretionary, empowering their team to make informed investment decisions on behalf of their clients. The firm's primary focus lies in catering to high net worth individuals, with over 70 individual clients entrusting them with their financial portfolios, totaling an impressive $631,882,000 in assets under management. The long-standing success of Kuhn Advisors, Inc. can be attributed in part to their experienced team of advisors, including Robert Outen, Scott Ranby, and Mark Kuhn, who have demonstrated their dedication and expertise over the years. Kuhn Advisors, Inc. continues to provide comprehensive and personalized investment advisory services, delivering superior results and striving to exceed client expectations in the ever-changing financial landscape.

Arbor Investment Advisors, a reputable small investment advisory firm based out of Winston Salem, NC, boasts an impressive portfolio of over 50 individual clients, entrusting them with assets under management exceeding $813,415,000. With a strong focus on discretion and personalized service, the firm manages a staggering 98% of these assets on behalf of high net worth individuals. Led by a team of experienced professionals, Arbor Investment Advisors operates from a single office, strategically located in Winston Salem. Their compensation structure offers a range of options, including a percentage of assets under management and fixed fees, ensuring alignment with clients' unique needs and objectives. Within the firm's eight-person team, four dedicated professionals provide comprehensive investment advisory services. This lean structure enables a high level of attention and personalized support for each client. In fact, Arbor Investment Advisors boasts an impressive average of approximately $203,350,000 in assets under management per investment advisor, surpassing industry standards. Anchored by a culture of longevity and expertise, Arbor Investment Advisors benefits from the wealth of knowledge and experience brought by their tenured advisors. Notable figures among them include Scott Jones, James Martin, and Scott Cawood, who have contributed significantly to the firm's continued success. Arbor Investment Advisors combines their proven track record, vast industry knowledge, and personalized approach to provide top-tier investment advisory services to their discerning clientele. With their unwavering commitment to client satisfaction and wealth management excellence, Arbor Investment Advisors continues to stand out in the competitive financial landscape.

Smith Salley Wealth Management is a leading investment advisory firm based out of Greensboro, NC, with a strong presence in the financial industry. With over 390 individual clients and an impressive $2,709,593,000 in assets under management, they have established themselves as trusted wealth managers in the region. Operating from three offices, the firm caters to a diverse range of clients, offering personalized investment strategies tailored to their unique financial goals. While the majority of their assets under management are derived from sources other than 401K and individual accounts, Smith Salley Wealth Management possesses the expertise to effectively manage employer funds. As a testament to their commitment to client satisfaction, the firm manages 100% of their assets on a discretionary basis, ensuring that investment decisions are made in the best interest of their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management, reflecting their dedication to aligning their interests with those of their clients. With a team of 17 skilled professionals, including 13 investment advisors, Smith Salley Wealth Management boasts an impressive average of approximately $208,430,000 in assets under management per investment advisor, surpassing industry standards. The firm takes pride in its experienced team, with Andrew Davis, George Salley, and George Smith among the longest tenured advisors. Their expertise, coupled with a commitment to delivering exceptional service, has earned Smith Salley Wealth Management a reputation for excellence in the financial industry.

Cascades Capital Asset Management, LLC is a small investment advisory firm headquartered in Greensboro, NC, with an additional office location. With three dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Their team of seasoned professionals, including long-tenured advisors Jack Richardson, Barry Carpenter, and Harry Wellons, offers extensive expertise and personalized attention to meet the unique investment goals and objectives of each client. With over 250 individual clients, Cascades Capital Asset Management manages a substantial amount of assets, totaling more than $218,643,000. The majority of these assets are held by high net worth individuals, while a smaller portion is attributed to 401K and individual accounts, representing less than 30% of their total assets under management. However, the firm does possess the capability to manage employer funds, catering to a broad range of investment needs. Cascades Capital Asset Management maintains a solid track record in the industry, with an average assets under management per investment advisor of approximately $105,590,000, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring a mutually beneficial arrangement for both the firm and its clients. With 91% of the assets they manage falling under discretionary management, Cascades Capital Asset Management maintains a high level of autonomy in implementing investment strategies tailored to each client's objectives. The firm's commitment to personalized service and its team's wealth of experience position them as a reliable and trusted partner in helping clients navigate the complexities of the financial markets.