# J. Freeman & Associates

> J. Freeman & Associates is an SEC-registered investment advisory firm in Greenville, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 144039
- Filed as: J. FREEMAN & ASSOCIATES
- Legal name: JFA Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144039
- AdvisorCensus page: https://advisorcensus.com/firm/j-freeman-and-associates-greenville-sc-144039

## Quick answers

**How is J. Freeman & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), J. Freeman & Associates reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is J. Freeman & Associates located?**
J. Freeman & Associates' principal office is in Greenville, SC, according to its Form ADV.

**Is J. Freeman & Associates registered with the SEC or a state?**
J. Freeman & Associates is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 144039.

**How much does J. Freeman & Associates manage?**
J. Freeman & Associates reports $175,000,000 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does J. Freeman & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (45); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does J. Freeman & Associates use?**
J. Freeman & Associates' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does J. Freeman & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144039

**Does J. Freeman & Associates state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "JFA requires a minimum account size of $500,000 to enter into an Advisory Agreement. However, JFA retains the discretion to lower or waive said minimum."

**What changed in J. Freeman & Associates' recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> JFA requires a minimum account size of $500,000 to enter into an Advisory Agreement. However, JFA retains the discretion to lower or waive said minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,000,000
- Discretionary: $175,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $60,000,000 |
| High net worth individuals | 45 | $81,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $17,000,000 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $3,700,000 |
| Insurance companies | Fewer than 5 | $8,300,000 |
| Corporations or other businesses not listed above | 5 | $5,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- j-freeman.com
- LinkedIn @j.freeman-&-associates-inc

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in NH.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J. Freeman & Associates (CRD 144039): Form ADV filing data as of October 2026.