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| Keyboard |
| Joel Adams and Associates Inc
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|---|---|
| CRD # | 319379 |
| SEC # | 801-123660 |
| CIK # | 0002020459 |
| AUM | 305.6 M (2026-02-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 828-251-9700 |
| Address | 545 Merrimon Avenue Asheville, NC 28804 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.4 | ||
| Lilly Eli & Co | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 93.8 |
| (b) Individuals (high net worth individuals) | 44 | 179.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 7 | 29.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,452 | 305.6 |
| By Discretionary | ||
| Discretionary | 1,452 | 305.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,452 | 305.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.6 | |
| Total | 1,452 | 305.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002020459] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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