JOEL ADAMS AND ASSOCIATES INC.

Overview

Joel Adams And Associates Inc. is an independent, SEC-registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, plus selection-of-other-advisers services and pension consulting. Its fee mix includes percentage-of-AUM billing along with hourly and fixed-fee arrangements, which supports both ongoing advisory relationships and project-based engagements. Investment activity shows a clear tilt toward publicly traded equities—both individual stocks and exchange-traded funds—while the firm also leverages third-party managers for alternative strategies. Joel Adams And Associates Inc. is not positioned as an ESG-focused investor and operates with a concentrated custody relationship, which suggests a streamlined operational model and reliance on a single platform for trading and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices