RIA Intel›Advisers›Georgia›JOEL SMITH & ASSOCIATES, LLC

JOEL SMITH & ASSOCIATES, LLC

Advisory

ATLANTA, GA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$210K
across 89 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$19M
Discretionary %
87.4%
Clients
47
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$16M
Non-Discretionary AUM$2M
Discretionary %87.4%
Total Clients47
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

STERLING INVESTMENT MANAGEMENT INC.
ATLANTA, GA
$19M
-24.0% 1Y
HWM WEALTH MANAGEMENT LLC
ATLANTA, GA
$19M
TRIUMPH WEALTH ADVISORS, INC.
$18M
+19.9% 1Y
HENSSLER ASSET MANAGEMENT LLC
KENNESAW, GA
$18M
-94.5% 1Y
MAIN STREET FINANCIAL GROUP LLC
ATLANTA, GA
$18M
BROWN CAPITAL ADVISORS, LLC
MARIETTA, GA
$19M

Get the full picture on JOEL SMITH & ASSOCIATES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JOEL SMITH & ASSOCIATES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans