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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2022
- Office Locations
- 2
Office Locations
About Joel Adams AND Associates Inc.
Joel Adams and Associates is an independent three-person advisory in Asheville, NC providing financial planning and investment management with a disciplined, long-term asset-allocation approach focused on diversification and risk management (no market timing). The team includes a CFP and two CPAs and emphasizes tax-aware planning using a "three tax buckets" strategy. Clients meet in a cozy bungalow office or via Zoom, with added resources through Raymond James.
Reported data analysis
What the numbers show
Between January 28, 2025 and February 26, 2026, reported AUM increased 8.3%, from $282.1M to $305.6M.
Across 5 reported observations, AUM increased 47.5% between August 10, 2022 and February 26, 2026, from $207.1M to $305.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 284 clients, or 142 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Joel Adams AND Associates Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRAY CREECH
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #6379479
- Ownership
- 50% but less than 75%
Chad Thomas Storck
PRINCIPAL, Relationship Manager
- CRD
- #7683777
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JESSIE MARIE GOODWIN
FINANCIAL ADVISOR
- CRD
- #5854333
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,575,796 | $210,452 |
| Non-Discretionary | $0 | -- |
| Total | $305,575,796 | $210,452 |
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Separately Managed Accounts
SMA allocation detail is available
Joel Adams AND Associates Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.