DBA: J. FREEMAN & ASSOCIATES
| Total AUM | $175.0M |
| Discretionary | $175.0M100% of AUM |
| Client Accounts | 367 |
| Avg Account Size | $477K |
| Employees | 2 |
| Peak AUM | $175.0MJan 2026 |
Total AUM
$175M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $175M | 0.0% | — | — | — |
| Discretionary AUM | $175M | 0.0% | |||
| Total AUM | $175.0M |
| Discretionary | $175.0M |
| Employees | 2 |
| Client Accounts | 367 |
| Client Range | 51-100 |
Address
8 PELHAM ROAD
GREENVILLE SC 29615
Phone
864-331-4400
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$175M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Total Accounts | 367 | 0.0% | — | — | — |
| Avg Account Size | $476,839.237 | 0.0% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $88M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $141M | 0.0% | — | — | — |
| Institutional AUM | $34M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 300 | 0.0% | — | — | — |
| Institutional | 20 | 0.0% | — | — | — |
| Individuals | 45 | 0.0% | — | — | — |