Joseph McCaffrey
Salem Investment Counselors · Winston Salem, North Carolina
Joseph McCaffrey is a fee-only financial advisor at Salem Investment Counselors in Winston Salem, North Carolina, who holds the CFA credential. Salem Investment Counselors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Salem Investment Counselors |
|---|---|
| Based in | Winston Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.19B across 3,120 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 7357238 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.saleminvestment.com |
How Joseph's firm compares
- Salem Investment Counselors's average account is about $1.3 million, from its Form ADV (assets managed divided by 3,120 accounts).
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Questions about Joseph
Is Joseph McCaffrey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Salem Investment Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Salem Investment Counselors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph McCaffrey based?
Joseph McCaffrey is based in Winston Salem, North Carolina.
What credentials does Joseph McCaffrey hold?
Joseph McCaffrey holds the CFA credential.
Is Joseph McCaffrey registered with the SEC?
Yes. Joseph McCaffrey is registered as an investment adviser representative in NC (CRD 7357238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salem Investment Counselors manage?
Salem Investment Counselors reports $4.19B across 3,120 accounts in assets under management.
How do I contact Joseph McCaffrey?
Through Joseph's website, www.saleminvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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