J.S. Replogle & Associates LLC

Overview

J.S. Replogle & Associates LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs discretionary portfolios with an equity-first orientation, using separately managed account structures and exchange-traded instruments as the core of client allocations. Fee arrangements include a percentage of assets under management and hourly charges, which suits a mix of ongoing portfolio oversight and ad-hoc advice. Investment activity centers on liquid equity exposure complemented by mutual funds and a programmatic use of third-party alternative managers. The adviser does not characterize itself as an ESG investor and is not set up as a multi-state or pension consultant. Client relationships are predominantly individual and family households rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices