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JOEL ADAMS AND ASSOCIATES INC.
CRD 319379 · SEC 801-123660
545 MERRIMON AVENUE, ASHEVILLE, NC, 28804, United States
Phone
(828) 251-9700
Fax
(828) 251-9920
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.6M
Discretionary AUM
$305.6M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 233 | $93.8M |
| High net worth individuals | 44 | $179.2M |
| Charitable organizations | 7 | $29.2M |
States served
LA, NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD