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 and SEC-registered since 2010. The firm manages portfolios primarily for individual and family clients, using a percentage-of-AUM fee model. Its advisory mandate includes portfolio management for individuals and small businesses as well as for businesses or institutional clients. CHJ does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a third-party capital allocator in the institutional sense.
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 8
James 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 83Active vs passive
$245M in ETFs
93%
$228M
5%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $25.6M | 120,123 | 10.41% |
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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