CJ Perry Financial

Overview

CJ Perry Financial is a small, client-focused independent registered investment adviser that emphasizes equity-oriented portfolio management and financial planning for individuals and families. The firm manages a concentrated book of discretionary assets and positions its advice around direct equity exposure, exchange-traded strategies and mutual funds, with an active interest in ESG considerations. Its advisory offering includes financial planning services, portfolio management for individuals and small businesses, pension consulting support and educational workshops, indicating a blend of hands-on portfolio work and client education. The firm charges clients via a mix of percentage-of-assets and fixed fees, which aligns with a typical RIA model aimed at aligning incentives while accommodating clients with modest portfolios. Investment activity appears centered on liquid, exchange-traded instruments, with an expressed preference for equities and some integration of ESG screens or ESG-focused vehicles into selections.

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Public Holdings

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Location & Offices