Data / Investment advisers / South Carolina / J. Freeman & Associates
J. Freeman & Associates, Greenville, SC: $175 million AUM, SEC registered investment adviser
J. Freeman & Associates is an SEC registered investment adviser with its main office in Greenville, South Carolina and reports $175 million in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 144039
- SEC file number
- 801-135397
- SEC status
- Approved, effective February 23, 2026
- Legal name
- Jfa Advisors, LLC
- Main office
- 8 Pelham Road, Greenville, SC 29615
- Phone
- (864) 331-4400
- Regulatory AUM
- $175,000,000 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $175,000,000
- Accounts
- 367
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $81 million |
| Individuals (other than high net worth individuals) | 300 | $60 million |
| Pension and profit sharing plans | 15 | $17 million |
| Insurance companies | Fewer than 5 | $8.3 million |
| Corporations or other businesses | 5 | $5 million |
| State or municipal government entities | Fewer than 5 | $3.7 million |
Other advisers in Greenville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Goepper Burkhardt LLC | Greenville | $380.3 million | Not listed | adviserinfo.sec.gov |
| Family Legacy, Inc. | Greenville | $377.3 million | Not listed | adviserinfo.sec.gov |
| Norris Financial Group, LLC | Greenville | $353 million | Not listed | adviserinfo.sec.gov |
| Bca Private Wealth, Inc. | Greenville | $317.3 million | Not listed | adviserinfo.sec.gov |
| Trunorth Advisors | Greenville | $300.8 million | Not listed | adviserinfo.sec.gov |
| Dba Big Money Retirement and Big Retirement | Greenville | $147.1 million | Not listed | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | $97.5 million | 4 | adviserinfo.sec.gov |
| Novus Advisors | Greenville | $91.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenville, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- J. Freeman & Associates on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.