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JOEL ADAMS AND ASSOCIATES INC.

ASHEVILLE, NC · CRD 319379 · IAPD ↗ · joeladamsasheville.com · (828) 251-9700

$305.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2025 — JOEL ADAMS AND ASSOCIATES INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2024 — JOEL ADAMS AND ASSOCIATES INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — JOEL ADAMS AND ASSOCIATES INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.