CHJ WEALTH MANAGEMENT
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 154238
- Registered since
- July 28, 2010
- Website
- www.chjwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.6%
- Individuals5.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CHJ Wealth Management is an independent registered investment adviser organized as an LLC that has been operating since 2010. The firm serves individual and family clients, along with small businesses and institutional/business accounts, under a percentage-of-assets fee model. Its advisory work centers on discretionary portfolio management rather than pension consulting or ESG-focused mandates. CHJ is structured as a domestic entity with individual ownership and does not describe itself as a capital allocator or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents24%
- Exchange Traded Equities21%
- US Government Bonds13%
- State & Local Bonds1%
Contacts
3 of 8JAMES CARLTON
Financial AdvisorCRD 1376707
Claire Yates
OwnerCRD 7911828
Michael Smith
Investment Advisor RepresentativeCRD 8136004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$319M in ETFs
95%
$302M
4%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $92.9M | 111,283 | 29.16% |
Location
THE WOODLANDS, TX
MONTGOMERY
Location
THE WOODLANDS, TX
Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 10200 Grogans Mill Rd
- Time zone
- CT (UTC-6)
- Office locations
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