Samuel Eugene Badgley

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → Present
  Badgley & Christ, Ac
  Raleigh, NC
• 01/2010 → Present
  Sam Badgley Inc.
  Raleigh, NC
• 01/2025 → 06/2026
  Efficient Advisors
  Raleigh, NC
• 06/2026 → Present
  Assetmark, Inc.
  Raleigh, NC

Previous Registrations

• 2025-01-21 → 2026-06-01
  Efficient Advisors
  Raleigh, NC
  Mason, OH
• 2010-01-27 → 2014-12-31
  Sam Badgley Inc.
• 2008-08-26 → 2009-12-31
  Triad Advisors Llc
  Williamstown, WV
  Atlanta, GA

Other Businesses

1)ASSETMARK, INC. - a REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED - REGISTERED IAR/SOLICITOR IN RALEIGH, NC- START DATE 6/2026 - SPENDS 48 HRS/MO DURING TRADING. 2)BADGLEY & CHRIST,AC.; NON-INVESTMENT RELATED; RALEIGH, NC; TAX PREPARATION AND ACCOUNTING FIRM; VICE PRESIDENT; START - 01/1990; SPENDS APPROX. 10% OF HIS TIME ON THIS ACTIVITY. 3) SAM BADGLEY INC. - REGISTERED INVESTMENT ADVISER - IN RALEIGH, NC - PRESIDENT - INVESTMENT RELATED - START DATE 01/2010 -SPENDS A MAJORITY OF TIME ON THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-22
• S63 Uniform Securities Agent State Law Examination
  1997-11-24

Other Names

• Sam E. Badgley
• Samuel Eugene Badgley