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| Keyboard |
| JFA Advisors LLC
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|---|---|
| CRD # | 144039 |
| SEC # | 801-135397 |
| CIK # | |
| AUM | 175.0 M (2026-05-14) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 864-331-4400 |
| Address | 8 Pelham Road Greenville, SC 29615 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 60.0 |
| (b) Individuals (high net worth individuals) | 45 | 81.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 17.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 3.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 8.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 175.0 |
| By Discretionary | ||
| Discretionary | 367 | 175.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 367 | 175.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.0 | |
| Total | 367 | 175.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
CTA Wealth Advisors Inc
✚
|
CA | 175.2 M |
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Prestige Wealth Services Group Inc
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Power Asset Management LLC
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TNT Asset Management LLC
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Income & Asset Advisory Inc
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NY | 174.8 M |
|
Guardian Wealth Management LLC
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UT | 174.8 M |
|
Providence Legacy Advisors LLC
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174.8 M | |
|
Odlum Brown USA Investment Management Limited
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174.6 M |