Single Family OfficeRIA · CRD 139972SEC-Registered

Updated:

Joel Smith & Associates

Joel Smith & Associates is a discreet US single-family office with no public investment track record, AUM, or operational disclosures.

Joel Smith & Associates

JOEL SMITH & ASSOCIATES, LLC is an SEC-registered investment adviser in Atlanta, GA. The firm manages $19 million in assets, $16 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Principals

Joel Smith

Principal

Frequently asked questions

What is Joel Smith & Associates?

Joel Smith & Associates is a single family office based in United States.

Where is Joel Smith & Associates headquartered?

Joel Smith & Associates is headquartered in United States, in the North America region.

What is Joel Smith & Associates's assets under management?

Joel Smith & Associates reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Joel Smith & Associates?

Altss maintains an OSINT-verified profile of Joel Smith & Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Joel Smith & Associates?

Joel Smith & Associates is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Joel Smith & Associates?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Joel Smith & Associates's Altss profile last updated?

Joel Smith & Associates's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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