Jarrod Adams Investing, LLC

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.