$40.4M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
23 yrs Firm Age
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2003
- Office Locations
- 1
Office Locations
-- Bridgewater VA
About J.s. Replogle & Associates LLC
JS Replogle & Associates, LLC is a fee-only RIA based in Bridgewater, VA serving individuals and families nationwide. The firm provides personalized financial and investment planning, including portfolio construction, retirement and estate/legacy planning, and tax-aware strategies. Portfolios emphasize ETFs and public funds. Uses Axos as a key custodian and leverages Nitrogen (Riskalyze) for risk profiling.
Team overview
36 AVG AGE
$20.2M AVG AUM / ADVISOR
$448.7K AVG AUM / CLIENT
15.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
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Owner & Executives
J
JAMES SNADER REPLOGLE
Owner
- CRD
- #4655673
- Ownership
- 75% or more
Available
Available
Available
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ERIC WAYNE BARKEY
Financial Advisor
- CRD
- #5796003
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,386,839 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,386,839 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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