RIA Intel›Advisers›Maine›SALEM ADVISORY GROUP LLC

SALEM ADVISORY GROUP LLC

Advisory

WELLS, ME

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in ME

#53

of 58 advisers by AUM

Average account

$154K

across 495 accounts

AUM per adviser

$19M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$76M

Discretionary AUM$76M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients288

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, ME, NH, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

288 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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