# Jarrod Adams Investing, LLC

> Jarrod Adams Investing, LLC is a state-registered investment advisory firm in Mooresville, NC, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 164119
- Filed as: JARROD ADAMS INVESTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mooresville, NC
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164119
- AdvisorCensus page: https://advisorcensus.com/firm/jarrod-adams-investing-llc-mooresville-nc-164119

## Quick answers

**How is Jarrod Adams Investing, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jarrod Adams Investing, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Jarrod Adams Investing, LLC located?**
Jarrod Adams Investing, LLC's principal office is in Mooresville, NC, according to its Form ADV.

**Is Jarrod Adams Investing, LLC registered with the SEC or a state?**
Jarrod Adams Investing, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164119.

**How much does Jarrod Adams Investing, LLC manage?**
Jarrod Adams Investing, LLC reports $85,153,992 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Jarrod Adams Investing, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (17).

**Does Jarrod Adams Investing, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164119

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $85,153,992
- Discretionary: $85,153,992
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $26,989,539 |
| High net worth individuals | 17 | $56,894,196 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,270,257 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC, OK, PA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adamsinvesting.com
- jarrodadamsinvesting.com
- Facebook @JARRODADAMSINVESTING
- Instagram @adamsinvesting
- LinkedIn @adamsinvesting
- X @ADAMSINVESTING
- YouTube @jarrodadams1118

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jarrod Adams Investing, LLC (CRD 164119): Form ADV filing data as of October 2026.