CJM Wealth Advisers, Ltd.
Firm details
- Headquarters
- Falls Church, Virginia
- CRD number
- 107750
- Registered since
- February 27, 1979
- Website
- www.cjmltd.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI67.57%
- Individuals30.76%
- Charitable Organizations1.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
CJM Wealth Advisers, Ltd. is an independent, privately owned registered investment adviser that has been SEC-registered since 1979. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, discretionary and nondiscretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing, fixed fees and other structures. The firm identifies as an active ESG investor and acts as a capital allocator, placing client assets with third-party managers when appropriate. CJM was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds86%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$353M in ETFs
82%
$288M
16%
$64.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $107M | 152,523 | 30.32% |
Location
Falls Church, VA
Fairfax
Location
Falls Church, VA
Headquartered in Falls Church, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 3110 Fairview Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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