RIA Intel›Advisers›North Carolina›JOEL ADAMS AND ASSOCIATES INC.

JOEL ADAMS AND ASSOCIATES INC.

Advisory

N·ASHEVILLE, NC

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM
$306M
1-Year AUM Growth
+17.9%
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$306M
Discretionary AUM$306M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients274
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingMar 9, 2022
Latest FilingFeb 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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