J. FREEMAN & ASSOCIATES

RIASEC RegisteredEst. 2026

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$477K

Accounts

367

Employees

Advisory reps

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 144039
Registered since: February 23, 2026
Website: www.j-freeman.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI46.29%
Individuals34.29%
Pension & Profit Sharing Plans9.71%
Insurance Companies4.74%
Corporations / Businesses2.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

J. Freeman & Associates is an independent RIA organized as an LLC that also operates a broker-dealer. The firm is structured to act as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and selecting other advisers. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor and is not a multi-state adviser.