RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADAMS, JOEL, BARBERIPRINCIPALD Control
ADAMS, JOEL, BARBERIPRINCIPALD Control
ADAMS, JOEL, BARBERIPRINCIPALD Control
ADAMS, JOEL, BARBERIPRINCIPALD Control
ADAMS, JOEL, BARBERIPRINCIPALD Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
Storck, Chad, ThomasIPRINCIPALD Control
Storck, Chad, ThomasIPRINCIPALD Control
Storck, Chad, ThomasIPRINCIPALD Control
Storck, Chad, ThomasIPRINCIPALD Control
Storck, Chad, ThomasIPRINCIPALD Control
Storck, Chad, ThomasIPRINCIPALD Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
CREECH, BRAYIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Jan 28, 2025 REGISTERED

Notice Filings (6)

FL LA NC NY TX VA

Address

545 MERRIMON AVENUE
ASHEVILLE, NC 28804
United States
Phone: (828) 251-9700