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J. FREEMAN & ASSOCIATES
Legal name: JFA ADVISORS, LLC
CRD 144039File 801-135397
APPROVED
Retail clients
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$175.0M
Bottom 25% of cohort (national)
Discretionary AUM
$175.0M
Clients
365
367 accounts
Employees
2
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 23, 2026
- Principal office
- 8 PELHAM ROAD, GREENVILLE, SC, 29615
- Phone
- 864-331-4400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $175.0M
- Discretionary AUM
- $175.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 367
- Non-discretionary accounts
- 0
- Total accounts
- 367
- AUM per client
- $479K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $5.0M |
| Insurance companies | Fewer than 5 | $8.3M |
| High net worth individuals | 45 | $81.0M |
| Pension and profit sharing plans | 15 | $17.0M |
| State or municipal government entities | Fewer than 5 | $3.7M |
| Individuals (other than high net worth individuals) | 300 | $60.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.