$175.0M Total AUM
$175.0M Disc. AUM
-- 3Y CAGR
2 Employees
365 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value deltaMeridian radial
- Established Date
- 06-08-2009
- Office Locations
- 1
Office Locations
8 Pelham Road Greenville SC
About J. Freeman & Associates
J. Freeman & Associates is an independent RIA in Greenville, SC serving retail and institutional clients with customized financial planning and portfolio management, including tax, estate and retirement planning and insurance/risk management. Portfolios commonly use mutual funds, ETFs and fixed income, with selective alternatives such as real estate and private equity. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$175.0M AVG AUM / ADVISOR
$479.5K AVG AUM / CLIENT
17 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Glacier Ridge Bridge Atlas
Custodian
Quantum Value quantum Beacon eagle Crest
Investment Themes
Summit insight Vector focus Focus foundation Bridge North
Investment Vehicles
Ember Glacier quantum
Services
Vector Eagle ember North catalyst Foundation Crest north Optima insight Atlas Catalyst optima Ridge bridge Capital ridge North
Technology
Focus Beacon
Owner & Executives
J
JASON HARRIS FREEMAN
Associate, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2995587
- Ownership
- Less than 5%
(264) 739-5480
catalyst.matrix@frontiercapital.com
in linkedin.com/in/insight-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,000,000 | $476,839 |
| Non-Discretionary | $0 | -- |
| Total | $175,000,000 | $476,839 |
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Separately Managed Accounts
Total SMA Asset: $175,000,000
Public Funds:
11.1% Equity - Exchange:
15.0% Cash:
10.9% U.S. Government/Agency:
9.6% Corporate - Investment Grade:
17.2% Corporate - Non-Investment Grade:
5.8% Municipal Bonds:
17.0% Other:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $385,323,397 | 11.1% |
| Equity - Exchange | $520,707,293 | 15.0% |
| Cash | $378,380,633 | 10.9% |
| U.S. Government/Agency | $333,252,668 | 9.6% |
| Corporate - Investment Grade | $597,077,696 | 17.2% |
| Corporate - Non-Investment Grade | $201,340,153 | 5.8% |
| Municipal Bonds | $590,134,932 | 17.0% |
| Other | $465,165,182 | 13.4% |
| Total | $3,471,381,954 | 100.0% |