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, corporation-structured registered investment adviser that has been SEC-registered since 1979. The firm is owner-managed and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory scope includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. CJM charges fees on a percentage-of-AUM basis alongside fixed and other fee arrangements. The firm identifies as an active ESG investor, indicating that environmental, social or governance factors are incorporated into its investment process. CJM received placement 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
1 of 1
David Greene
CEO & PrincipalCRD 2797556
Contacts
3 of 11
Anthony Jones
Financial AdviserCRD 2859161
Lisa Brandau
Financial AdvisorCRD 5610319
Tracey Baker
Principal & PresidentCRD 2763899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$351M in ETFs
84%
$295M
15%
$56.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $107M | 156,230 | 30.59% |
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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