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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JOEL ADAMS AND ASSOCIATES INC.

CRD 319379

ASHEVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0f9efeb-74bc-1fb5-f00a-2d3f255a2b4c

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 9, 2022 to Feb 26, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $306MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $306M
Private client RAUM: $273MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,452
Individual clients: 233
High net worth clients: 44
Custody, client assets: $2.8M
SEC number: 801-123660
CRD: 319379
Filings on the tape: 12
First filed: Mar 9, 2022
Latest filed: Feb 26, 2026
Organised: Corporation, NC
Website: joeladamsasheville.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRAY CREECH	Certified Financial Planner	New York, NY \| ASHEVILLE, NC	4	12	1	no
Chad Thomas Storck	n/a	ASHEVILLE, NC	3	17	n/a	no
JESSIE MARIE GOODWIN	Certified Financial Planner	ASHEVILLE, NC	0	15	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CREECH, BRAY	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	yes	03/2022	Mar 9, 2022	Dec 13, 2024
Storck, Chad, Thomas	Principal	D	yes	12/2022	Jan 17, 2023	Dec 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$306M	$306M	3	2	1	n/a	n/a
2024	Jan 28, 2025	$282M	$282M	3	2	1	n/a	n/a
2023	Jan 25, 2024	$244M	$244M	3	2	1	n/a	n/a
2022	Jan 17, 2023	$207M	$207M	3	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$306M	$282M	8.3%	$207M	13.8%	3	3	1	1

Relationships

Registered with (3)

← JESSIE MARIE GOODWINAdvisorregistration: current employment
Feb 26, 2026 to presentfactForm ADV
← Chad Thomas StorckAdvisorregistration: current employment
Aug 8, 2023 to presentfactForm ADV
← BRAY CREECHAdvisorregistration: current employment
Jul 7, 2022 to presentfactForm ADV

Controls (2)

← CREECH, BRAYOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 9, 2022 to Dec 13, 2024factForm ADV
← Storck, Chad, ThomasOwnerPRINCIPAL, ownership code D, individual
Jan 17, 2023 to Dec 13, 2024factForm ADV

Dated events

Occurred
Jan 17, 2023
Control person left
Barber Joel Adams (Principal) no longer on Schedule A of Joel Adams And Associates Inc. (listed 2022-08-10, absent 2023-01-17)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2023
Control person joined
Thomas Chad Storck (Principal) appeared on Schedule A of Joel Adams And Associates Inc.
Form ADVobserved 4 days ago
Occurred
Mar 9, 2022
First Form ADV filing
Joel Adams And Associates Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0f9efeb-74bc-1fb5-f00a-2d3f255a2b4c
First observed: Mar 9, 2022
Last observed: Feb 26, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOEL ADAMS AND ASSOCIATES INC.

CRD 319379

ASHEVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0f9efeb-74bc-1fb5-f00a-2d3f255a2b4c

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRAY CREECH

Certified Financial Planner

New York, NY | ASHEVILLE, NC

Chad Thomas Storck

n/a

ASHEVILLE, NC

n/a

JESSIE MARIE GOODWIN

Certified Financial Planner

ASHEVILLE, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CREECH, BRAY

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

03/2022

Mar 9, 2022

Dec 13, 2024

Storck, Chad, Thomas

Principal

yes

12/2022

Jan 17, 2023

Dec 13, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$306M

n/a

2024

Jan 28, 2025

$282M

n/a

2023

Jan 25, 2024

$244M

n/a

2022

Jan 17, 2023

$207M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$306M

$282M

8.3%

$207M

13.8%