Jarrod Adams Investing, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
106 Langtree Village Drive, Suite 301
Mooresville NC 28117
Advisors at this office
2
Most active in
California · North Carolina · Oklahoma · Pennsylvania · Texas · Washington
Also doing business as
Adams Investing LLC · Jarrod Adams Investing, LLC
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
Advisors at this firm
Isaac N
Series 65
Mooresville, NC
Jarrod Adams Investing, LLC
Isaac Neidbalson is a Series 65-licensed financial advisor at Jarrod Adams Investing, LLC with one year of industry experience. He previously worked at Northwestern Mutual and has held various roles including positions at country clubs and a school district. Jarrod Adams Investing, LLC provides discretionary wealth management, financial planning, and consulting services to individuals, trusts, estates, and corporations. The firm manages approximately $85 million across 129 client relationships, focusing on long-term portfolio construction using fundamental and technical analysis with mutual funds, ETFs, individual stocks, bonds, and occasional options.
Jarrod A
Series 65
Mooresville, NC
Jarrod Adams Investing, LLC
Jarrod Adams is a financial advisor with Jarrod Adams Investing, LLC in Catawba, NC, holding a Series 65 designation and 13 years of industry experience. He founded Jarrod Adams Investing in 2012 after operating Jarrod Adams Trading from 2005 to 2019. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $73.2 million in assets using a long-term investment approach that combines fundamental and technical analysis, primarily utilizing mutual funds and ETFs along with selective use of individual stocks, bonds, and options.
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