J.S. Replogle & Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Bridgewater VA
Advisors at this office
2
Most active in
Florida · Indiana · Texas · Virginia
Also doing business as
J.S. Replogle & Associates · J.S. Replogle & Associates LLC · Replogle, James Snader
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
Advisors at this firm
Eric B
Series 65
Bridgewater, VA
J.S. Replogle & Associates LLC
Eric Barkey is a financial advisor at J.S. Replogle & Associates LLC with 16 years of industry experience. He holds the Series 65 designation and has been with J.S. Replogle & Associates since 2018. Outside of his advisory role, he owns Barkey Notary Services, LLC, a notary business to which he dedicates up to 20 hours per week. J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $40 million across about 90 accounts. The firm combines fundamental and technical investment approaches and offers services including ongoing portfolio management and targeted consulting such as deferred charitable gift planning.
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.
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