Joel Adams & Associates, Inc.
Joel Adams & Associates, Inc. is a boutique registered investment adviser headquartered in Asheville, North Carolina. Founded in 1983, the firm provides discretionary portfolio management and investment advisory services primarily to individuals, including high-net-worth clients, as well as charitable organizations. With three employees, it offers tailored financial planning and asset management solutions to fit client goals.
Investment Strategy
Joel Adams & Associates, Inc. manages diversified portfolios across major asset classes, with significant allocations to index-tracking ETFs such as the Vanguard S&P 500 ETF (VOO), iShares Core US Aggregate Bond ETF (AGG), and ESG-focused funds. The firm emphasizes asset allocation, diversification, and long-term investment horizons aligned to individualized client objectives. Investment decisions are discretionary and focus on broad-market exposure, tax efficiency (municipal bonds), and socially responsible investment options for qualified clients.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.71% | $18.9M | 33,232 | $538.81 | $568.03 | +$637.3K |
A AGG | ISHARES TR | 14.87% | $16.8M | 169,319 | $97.14 | $99.20 | +$677.4K |
E EAGG | ISHARES TR | 8.51% | $9.6M | 202,298 | $46.44 | $47.54 | +$24.6K |
V VTEB | VANGUARD MUN BD FDS | 8.43% | $9.5M | 194,330 | $50.13 | $49.03 | -$1.2M |
V VSGX | VANGUARD WORLD FD | 8.24% | $9.3M | 142,037 | $56.70 | $65.50 | +$178.2K |