Joel Adams and Associates Inc.
● SEC registered since 2022CRD 319379SEC# 801-123660Asheville, NC
Reg. AUM
$305.6M
Employees
3
Accounts
1,452
Location
Asheville, NC
Joel Adams and Associates Inc. assets under management
Joel Adams and Associates Inc. is a registered investment adviser overseen by the SEC based in Asheville, NC. The firm has been registered since 2022. It reports $305.6 million in regulatory assets under management and employs 3 people.
Joel Adams and Associates Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bray Creech Control | Principal And Chief Compliance Officer | 50-75% | 2022 |
| Chad Thomas Storck Control | Principal | 50-75% | 2022 |
Frequently asked questions
How much does Joel Adams and Associates Inc. manage?
Joel Adams and Associates Inc. reports $305.6 million in regulatory assets under management on its Form ADV.
How many employees does Joel Adams and Associates Inc. have?
Joel Adams and Associates Inc. reports 3 employees.
Where is Joel Adams and Associates Inc. located?
Joel Adams and Associates Inc. is based in Asheville, NC and has been SEC-registered since 2022.
Does Joel Adams and Associates Inc. disclose fund performance?
Joel Adams and Associates Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 545 Merrimon Avenue, Asheville, NC 28804 |
| Phone | (828) 251-9700 |
| Fax | (828) 251-9920 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$305.6M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$305.6Mregulatory AUM
Discretionary $305.6M