SALEM INVESTMENT COUNSELORS INC

HTTPS://WWW.SALEMINVESTMENT.COM WINSTON SALEM, NC Investment Advisor How do I update this listing?

Salem Investment Counselors is based out of Winston Salem. Salem Investment Counselors is a large advisory firm with 494 clients and discretionary assets under management (AUM) of $1,356,991,192 (Form ADV from 2018-08-01). Their last reported 13F filing for Q1 2019 included $979,072,000 in managed 13F securities and a top 10 holdings concentration of 36.31%. Salem Investment Counselors's largest holding is Apple Inc with shares held of 304,455. Salem Investment Counselors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 77 13F filings, 6 13D filings, and 2 13G filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $979.072 Million
  • Prior Market Value $793.828 Million
  • New Purchases266 stocks
  • Additional Purchases92 stocks
  • Sold out of3 stocks
  • Reduced holdings in52 stocks
  • Top 10 Holdings % 36.31 %
  • Turnover % [1]:60.31%
  • Turnover Alt % [2]: 7.97 %
  • Time Held Top20:12.35 quarters
  • Time Held Top10:14.50 quarters
  • Time Held All:12.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.48%
Performance Last 4 Quarters: 6.21%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR/A (Subscription required)
  • 2015-09-30 - 13F-HR/A (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR/A (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SALEM INVESTMENT COUNSELORS INC
480 SHEPHERD STREET
WINSTON SALEM NC    27103
Country: United States

Business Phone: 336-768-7230
Fax: 336-760-2512
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NC
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 850,506,000
Total Number of Clients: 494
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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SALEM INVESTMENT COUNSELORS INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
REA, DAVID, BRIAN PRESIDENT 01/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC EXECUTIVE VICE PRESIDENT direct 2002-01-01
SALEM INVESTMENT COUNSELORS INC PRESIDENT direct 1984-06-01 2002-05-10
BROWN, DALE, MARTIN VICE PRESIDENT 01/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC PRESIDENT direct 2002-01-01
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 1988-02-01 2002-05-10
HOWARD, JEFFREY, CLAUDE SECRETARY/TREASURER 01/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 1996-01-01
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1996-01-01 2008-01-25
KEENER, GEORGE, GARFIELD CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC CHIEF COMPLIANCE OFFICER direct 2007-06-01
JONES, KENNETH, SCOTT VICE PRESIDENT 07/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 2010-07-01
THOMPSON, MARK, IRVIN VICE PRESIDENT 12/01/2216 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 2216-12-01

SALEM INVESTMENT COUNSELORS INC

ownership team - last updated 2017-06-08
Name Title Start Date Direct/Indirect % Ownership
WATSON, WILLIAM, ROBERT SECRETARY/TREASURER 06/01/1982 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC SECRETARY/TREASURER direct 1982-06-01
REA, DAVID, BRIAN EXECUTIVE VICE PRESIDENT 01/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC EXECUTIVE VICE PRESIDENT direct 2002-01-01
SALEM INVESTMENT COUNSELORS INC PRESIDENT direct 1984-06-01 2002-05-10
BROWN, DALE, MARTIN PRESIDENT 01/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC PRESIDENT direct 2002-01-01
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 1988-02-01 2002-05-10
HOWARD, JEFFREY, CLAUDE VICE PRESIDENT 01/01/1996 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 1996-01-01
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1996-01-01 2008-01-25
KEENER, GEORGE, GARFIELD CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC CHIEF COMPLIANCE OFFICER direct 2007-06-01
JONES, KENNETH, SCOTT VICE PRESIDENT 07/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 2010-07-01
THOMPSON, MARK, IRVIN VICE PRESIDENT 12/01/2216 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SALEM INVESTMENT COUNSELORS INC VICE PRESIDENT direct 2216-12-01

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