J.S. Replogle & Associates LLC

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Client assets under management

$40,386,839

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

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

Portfolio management Financial consulting services

Expertise

Charitable giving & philanthropy

Fee options

Fixed

One-time onboarding and initial plan fee up to $1,000 (waived for assets over $1,000,000 or certain clients)

Percentage

$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

Project-based

$150 per hour for financial consulting and additional services after termination

Other

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

Most active in

Florida · Indiana · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 540-828-2675

Advisors at this firm

Eric B

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

Eric Barkey is a financial advisor with J.S. Replogle & Associates LLC in Bridgewater, VA, holding a Series 65 designation and 15 years of industry experience. He has been with J.S. Replogle & Associates since 2018 and previously operated Barkey Financial, LLC from 2010 to 2018. Outside of financial advisory, he owns Barkey Notary Services, LLC, where he dedicates up to 20 hours per week. J.S. Replogle & Associates advises individual and high-net-worth clients, offering discretionary portfolio management and financial consulting, including guidance on deferred charitable gifts. The firm employs a combination of analytical methods and customizes portfolios to client objectives, with a focus on equities, certificates of deposit, money market funds, REITs, and ETFs.

Charitable giving & philanthropy

James R

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

James Replogle is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with J.S. Replogle & Associates LLC since 2002. In addition to his advisory role, he has maintained a consulting practice specializing in deferred gift planning and trustee work with charitable remainder and lead trusts for over 15 years. J.S. Replogle & Associates LLC advises individual and high-net-worth clients, providing discretionary portfolio management and financial consulting services, including specialized guidance on deferred charitable gifts. The firm employs a variety of analytical approaches and customizes portfolios to client objectives across common investment types.

Charitable giving & philanthropy

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