CHRISTOPHER WEIL & CO INC

RIASEC RegisteredEst. 1992

Total AUM

$896M

Discretionary

$877M

98% of AUM

Avg account

$579K

Accounts

1,547

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 22090
Registered since: November 25, 1992
Website: www.cweil.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.56%
Individuals9.94%
Pension & Profit Sharing Plans1.43%
Charitable Organizations0.73%
Corporations / Businesses0.34%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Christopher Weil & Co Inc is an independent registered investment adviser that has been operating since the early 1990s. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its business model combines percentage-of-AUM and fixed-fee billing and it also operates as an insurance broker, integrating insurance solutions into client plans. Investment activity shows a clear tilt toward public funds and mutual funds as the dominant allocation vehicle, with a sizable allocation to passively managed large-cap equity exposure. The firm does not position itself as a capital allocator or sponsor of private funds; instead it deploys capital into third-party managers when it uses alternatives. Christopher Weil & Co Inc is not an active ESG investor and is classified as a single-state adviser on filings.