JOEL ADAMS AND ASSOCIATES INC.
CRD #319379 SEC #801-123660 ASHEVILLE, NC (828) 251-9700
SEC Registered
Total AUM
$282.1M
Discretionary
$282.1M
Employees
3
Clients
101
Accounts
952
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $282.1M | $282.1M | $0 | 3 | 0 |
| Dec 2024 | $244.4M | $244.4M | $0 | 3 | 0 |
| Apr 2024 | $244.4M | $244.4M | $0 | 3 | 0 |
| Jan 2024 | $244.4M | $244.4M | $0 | 3 | 0 |
| Jan 2024 | $207.4M | $207.4M | $0 | 3 | 0 |
| Jan 2023 | $207.4M | $207.4M | $0 | 3 | 0 |
| Aug 2022 | $207.1M | $207.1M | $0 | 4 | 0 |
| May 2022 | $0 | $0 | $0 | 4 | 0 |
| Mar 2022 | $0 | $0 | $0 | 4 | 0 |
| Mar 2022 | $0 | $0 | $0 | 4 | 0 |
| Mar 2022 | $0 | $0 | $0 | 4 | 0 |
DateJan 2025
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0