Jarrod Adams Investing, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$85,153,992
Total clients
129
13% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$660,108
About
Jarrod Adams Investing, LLC provides discretionary wealth management, investment management, financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates and corporations. The firm manages about $85 million across roughly 129 client relationships supported by two advisors and, like many peers, charges percentage‑of‑AUM advisory fees and focuses on portfolio management for individual clients.
The firm’s investment process emphasizes long‑term portfolio construction informed by both fundamental and technical analysis, typically allocating to mutual funds and ETFs while also employing individual stocks, bonds and—on rare occasions—options for hedging. Accounts are managed on a discretionary basis with ongoing monitoring, rebalancing and written financial planning or consulting when requested; clients may impose reasonable investment restrictions.
A recent material change is the addition of 3(21) retirement plan advisory services, with the firm acting in an ERISA fiduciary capacity and offering services such as vendor analysis, IPS design, participant education tracking and benchmarking for plan sponsors. The firm also maintains an institutional custody relationship that supplies technology and operational support and provides economic benefits to the advisor, and it has recently expanded support staff with a wealth‑analyst hire despite its small advisor count.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Fee-only: Wealth management fees based on tiered AUM schedule as stated; Retirement plan advisory fees up to 0.25% annually
Main office location
Jarrod Adams Investing, LLC
106 Langtree Village Drive, Suite 301
Mooresville NC 28117, United States
Number of offices
3
Most active in
California · North Carolina · Oklahoma · Pennsylvania · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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