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CHJ Wealth Management

CHJ Wealth Management. CRD 154238

CHJ Wealth Management logo

CRD: 154238

CHJ Wealth Management

THE Woodlands, TX, 77380
2812982700
chjwealthmanagement.com
$600.2M Total AUM
$600.2M Disc. AUM
9.4% 3Y CAGR
6 Employees
309 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Atlas vertex
Established Date
07-28-2010
Office Locations
1

Office Locations

10200 Grogan's Mill Road Suite 340 THE Woodlands TX

About CHJ Wealth Management

CHJ Wealth Management is an independent, fee-only RIA in The Woodlands, TX (serving clients since 2010) providing ongoing financial planning and investment management. The firm works with pre-retirees, professionals and families, business owners, and clients in major life transitions, with planning across retirement, tax, and estate/legacy needs. Portfolios commonly use ETFs and fixed income, and custody is through Schwab.

Team overview

34 AVG AGE
$120.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.2 yrs AVG TENURE
6 Employees
5 Advisory Reps
4 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Vertex Vector Zenith element North

Client Personas

Element fusion

Custodian

Alpha Timber

Investment Themes

Crest Vector matrix Eagle

Investment Vehicles

North capital Radial crest

Platform

Horizon summit

Services

Fusion vital Peak summit Momentum quantum Signal Catalyst vertex Glacier summit Pioneer harbor Timber Wave Crest Harbor Alpha

Technology

Ember

Owner & Executives

J

JAMES CLARK CARLTON

Managing Director

CRD
#1376707
Ownership
25% but less than 50%
(452) 619-8985
beacon.summit@signalcapital.com
in linkedin.com/in/horizon-bridge
E

Erich E. Bredl

Owner

CRD
--
Ownership
10% but less than 25%
(685) 223-4089
vertex.harbor@legacycapital.com
in linkedin.com/in/zenith-north
R

Radial timber

Beacon unison

CRD
#67809
Ownership
15.3%
(518) 854-6463
horizon.harbor@crestcapital.com
in linkedin.com/in/capital-quantum

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Contacts

M

MATTHEW L CLARK

--

CRD
#6412146
(271) 396-2200
optima.ember@capitalcapital.com
in linkedin.com/in/momentum-radial
H

HUNTER A. HERNANDEZ

--

CRD
#5390745
(823) 739-3381
zenith.beacon@elementcapital.com
in linkedin.com/in/crest-oak
Z

Zenith bridge

Zenith alpha

CRD
#43998
(874) 646-2972
optima.crest@horizoncapital.com
in linkedin.com/in/fusion-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-14-2022
03-03-2023
12-19-2024
09-24-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $600,211,084 $862,372
Non-Discretionary $0 --
Total $600,211,084 $862,372

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Separately Managed Accounts

Total SMA Asset: $600,211,084

$600.2M Total SMA
Public Funds:
20.7%
Cash:
12.1%
Equity - Exchange:
13.7%
U.S. Government/Agency:
18.3%
Corporate - Investment Grade:
18.1%
Municipal Bonds:
17.1%
Asset class Assets Assets %
Public Funds $1,107,085,971 20.7%
Cash $647,137,210 12.1%
Equity - Exchange $732,709,072 13.7%
U.S. Government/Agency $978,728,177 18.3%
Corporate - Investment Grade $968,031,694 18.1%
Municipal Bonds $914,549,281 17.1%
Total $5,348,241,405 100.0%

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