J.S. Replogle & Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,386,839
Total clients
90
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
45
Average account size
$448,743
About
J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high‑net‑worth clients, managing roughly $40 million across about 90 accounts. Services include ongoing portfolio management using equities, ETFs, REITs, CDs, and money market funds, as well as targeted consulting (notably deferred charitable gift planning such as Charitable Remainder Trusts).
The firm’s investment process blends fundamental and technical methods — including charting, cyclical analysis, and Modern Portfolio Theory — and may implement model portfolios developed by unaffiliated managers. Clients in model portfolios generally cannot restrict specific holdings within the model, and the firm emphasizes low-cost implementation while arranging custody and trade execution through a designated custodian.
Several operational features distinguish the firm from many peers: it routinely requires clients to direct brokerage to a single custodian (Axos), uses household aggregation to determine fee breakpoints, and charges a one‑time onboarding fee that is waived for accounts above $1 million (or in certain discretionary cases). The firm does not accept performance‑based fees, does not participate in wrap programs, and provides both discretionary management and hourly financial consulting services.
Client services
Expertise
Fee options
One-time onboarding and initial plan fee up to $1,000 (waived for assets over $1,000,000 or certain clients)
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.90% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.65% annually $10,000,000.01+: Negotiated
$150 per hour for financial consulting and additional services after termination
Account minimum: $250,000 Minimum fee: Minimum fee of $2,500
Main office location
J.S. Replogle & Associates LLC
Bridgewater VA, United States
Number of offices
2
Most active in
Florida · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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