JARROD ADAMS INVESTING, LLC

Overview

Jarrod Adams Investing, LLC is an independent, owner-operated registered investment advisor that serves individual and family clients on a fee‑based (percentage of AUM) basis. The firm’s stated advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Investment activity shows a clear tilt toward publicly traded equities delivered primarily through exchange‑traded wrappers, with portfolio management conducted on a discretionary basis. The firm does not identify as an active ESG investor. Portfolio construction appears equity‑centric: the majority of assets are held in exchange‑traded equities, suggesting a preference for liquid, transparent instruments that support tax‑aware and cost‑efficient core exposures. The manager also uses traditional pooled vehicles and external alternative managers as complements to core equity positions rather than as primary drivers of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices