JOEL SMITH & ASSOCIATES, LLC

JOEL SMITH & ASSOCIATES, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 139972). Regulatory assets under management: $18.7M.

Registration

• CRD: 139972
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search