J. Freeman & Associates: new SEC registration, $175M AUM, Greenville, SC
J. Freeman & Associates (Greenville, South Carolina): new SEC registration, $175M AUM, Greenville, SC. Its amount of 175 is above the median of 134 (63rd percentile). Dated 254 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 175 · 63th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related SC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | J. Freeman & Associates |
| Legal name | Jfa Advisors, LLC |
| CRD | 144039 |
| Status | Approved |
| Registered with the SEC | 2026-02-23 |
| Latest Form ADV filing | 2026-05-14 |
| Location | Greenville, SC, United States |
| Regulatory AUM | $175,000,000 |
| Accounts | 367 |
| Employees | 2 |
| Website | https://www.linkedin.com/company/j.freeman-&-associates-inc. |
| amount percentile | 63th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (14 SC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: J. Freeman & Associates and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- J. Freeman & Associates's amount: 63rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every South Carolina peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $175M under management.
- Website on file.
What is the NewRiaPulse record for J. Freeman & Associates in Greenville, South Carolina?
J. Freeman & Associates received SEC registration as an investment adviser (2026-02-23) with $175,000,000 in regulatory assets under management, based in Greenville, SC.
How does J. Freeman & Associates compare to other South Carolina NewRiaPulse records?
Its amount of 175 sits in the upper half (63th percentile) of 1,149 records; the median is 134. It is 254 days old; check the official source for later updates before acting.
J. Freeman & Associates vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| J. Freeman & Associates | Greenville, SC | 175 | 63rd | 2026-02-23 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in South Carolina NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.