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Chad Thomas Storck

Investment Adviser Representative at JOEL Adams AND Associates Inc.

Asheville, NCCRD #7683777Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Chad Thomas Storck is an investment adviser representative with JOEL Adams and Associates Inc. in Asheville, NC, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.

Office

545 Merrimon Avenue
Asheville, NC 28804

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/3/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

JOEL Adams AND Associates Inc.Current
8/8/2023 – Asheville, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Storck CPA, P.C.
    Jan 2009 – Jan 2023Asheville, NC
  2. Joel Adams and Associates, Inc.
    Jan 2023 – no end date reportedAsheville, NC
  3. Storck CPA, P.C.
    Jan 2023 – Dec 2024Asheville, NC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About JOEL Adams AND Associates Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management and tax-efficient planning covering retirement spending plans, emergency fund assessment, portfolio recommendations and management, account consolidation, insurance analysis, real estate advising, debt consolidation, estate document review, Social Security timing, Roth conversions, charitable giving strategies, and tax return coordination. Services are offered under an Assets Under Management (AUM) model or a consulting model at fixed or hourly rates.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Tax-efficient PlanningInvestment ManagementRetirement PlanningFinancial PlanningEstate PlanningSocial SecurityRoth ConversionsCharitable GivingInsurance AnalysisETFsFixed Income+3 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
2
Main office:
Asheville, NC
SEC file number:
801-123660

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 26, 2026

View full firm profile

Other advisors at JOEL Adams AND Associates Inc.

2 other advisors in the directory

View JOEL Adams AND Associates Inc. firm profile

Similar advisors in Asheville, NC

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Thomas Storck has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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