# JOEL SMITH & ASSOCIATES, LLC

JOEL SMITH & ASSOCIATES, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 139972
- Type: SEC-registered investment adviser
- Location: 3350 RIVERWOOD PARKWAY SE, ATLANTA, GA, 30339
- Phone: 678-627-8300
- Latest filing: 2026-03-26
- Regulatory AUM: $18.7M
- Discretionary AUM: $16.4M
- Non-discretionary AUM: $2.4M
- Clients: 1
- Accounts: 89

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139972/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139972/similar
- Related entities: https://search.stillhousedata.com/firm/139972/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139972

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.