SEC Form ADV

JOEL ADAMS AND ASSOCIATES INC.

Firm profile: Joel Adams And Associates — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC

$305.6M

Assets Under Management

1,452

Total Clients

Employees

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Registration Details

Accession: CRD-319379
Location: ASHEVILLE, NC
Filing Date: February 26, 2026
AUM: $305.6M
Total Clients: 1,452
Institutional Clients: 7
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

JOEL ADAMS AND ASSOCIATES INC. is a registered investment adviser headquartered in ASHEVILLE, NC, managing approximately $305.6M in assets across 1,452 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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