Cjc Wealth Management

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $121.9M regulatory AUM

Cjc Wealth Management is an investment adviser that files Form ADV with the SEC in Olney, MD, with 3 registered advisors, reporting $121.9M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-08-13 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$121.9MLowTop 88%
  • Clients per advisor27LowTop 77%
  • Average AUM per client$1.5MLowTop 66%
  • High-net-worth share of clients49.4%ModerateTop 21%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-08-13. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2026-07-09
SEC file number
801-136678
Form version
10/2021
Latest Form ADV filing
2026-08-13
Address
3470 Olney-Laytonsville Rd, #277, Olney, MD 20832, United States
Phone
301-761-3880
Website
https://cjcwealth.com

Size

People and clients

Items 5.A through 5.D.

Employees
5
Registered advisors
3
Offices
3
Clients
81
Clients per advisor
27
High-net-worth share of clients
49.4%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$121,906,496
Discretionary AUM
$121,906,496
Non-discretionary AUM
$0
Total accounts
835
Average AUM per client
$1,505,018

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals40 clients
    $97.5M
  • Individuals (non-HNW)41 clients
    $24.4M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Selection of Other Advisers; Educational Seminars or Workshops
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Affiliations
Related Person Is: Insurance Company or Agency
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities

Source: SEC Form ADV filed by CRD 325288. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
Olney, MDOlneyMD2
Baltimore, MDBaltimoreMD1
Jacksonville, FLJacksonvilleFL1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.