# J.S. Replogle & Associates LLC

> J.S. Replogle & Associates LLC is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 126089
- Filed as: J.S. REPLOGLE & ASSOCIATES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126089
- AdvisorCensus page: https://advisorcensus.com/firm/j-s-replogle-and-associates-llc-126089

## Quick answers

**How is J.S. Replogle & Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J.S. Replogle & Associates LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is J.S. Replogle & Associates LLC registered with the SEC or a state?**
J.S. Replogle & Associates LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 126089.

**How much does J.S. Replogle & Associates LLC manage?**
J.S. Replogle & Associates LLC reports $40,386,839 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does J.S. Replogle & Associates LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90).

**Does J.S. Replogle & Associates LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126089

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $40,386,839
- Discretionary: $40,386,839
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $40,386,839 |
| High net worth individuals | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jsrass.com
- Facebook @JS-Replogle-Associates

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.S. Replogle & Associates LLC (CRD 126089): Form ADV filing data as of October 2026.