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CJW Capital, LLC

CJW Capital, LLC. CRD 206514

C

CRD: 206514

CJW Capital, LLC

Chicago, IL
3128524054
www.cjwcapital.com
$80.7M Total AUM
$78.9M Disc. AUM
-- 3Y CAGR
4 Employees
153 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
Fusion legacyOptima
Established Date
08-20-2015
Office Locations
3

Office Locations

3031 W Leland AVE 2W Chicago IL
-- Chicago IL
-- Miami FL

About CJW Capital, LLC

CJW Capital is an independent RIA providing customized, holistic investment management for individual and institutional investors. The firm emphasizes fiduciary, open-architecture portfolios with no broker-dealer affiliations or commissions, plus transparent access and regular reviews. Portfolios are largely implemented with ETFs and mutual funds; custody includes Charles Schwab.

Team overview

32 AVG AGE
$26.9M AVG AUM / ADVISOR
$527.8K AVG AUM / CLIENT
8.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Legacy vertex Bridge Zenith Insight peak Momentum prime

Client Personas

Peak vector

Custodian

Ember signal

Investment Themes

Glacier wave Pathway quantum Meridian ridge

Investment Vehicles

Element harbor

Services

Timber harbor Meridian Peak momentum Ridge Vertex Element Vector oak Fusion alpha Pathway

Technology

Beacon ember Eagle

Owner & Executives

C

CHRISTOPHER JOHN WIESEHAN

Chief Compliance Officer, Investment Advisor, President

CRD
#6476555
Ownership
75% or more
(642) 906-3492
horizon.frontier@focuscapital.com
in linkedin.com/in/vector-summit

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Contacts

D

DAVID CHRISTOPHER SOPCHIK

Associate

CRD
#7211648
(481) 557-3392
summit.matrix@frontiercapital.com
in linkedin.com/in/meridian-unison
O

OSCAR ALEJANDRO VARONA

Advisor

CRD
#6850980
(786) 870-1548
momentum.quantum@harborcapital.com
in linkedin.com/in/atlas-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $78,883,975 --
Non-Discretionary $1,864,098 --
Total $80,748,073 --

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Separately Managed Accounts

Total SMA Asset: $80,748,073

$80.7M Total SMA
Public Funds:
18.8%
Equity - Exchange:
17.5%
Cash:
27.5%
Municipal Bonds:
18.4%
Private Funds:
17.8%
Asset class Assets Assets %
Public Funds $1,603,182,564 18.8%
Equity - Exchange $1,492,324,195 17.5%
Cash $2,345,080,878 27.5%
Municipal Bonds $1,569,072,297 18.4%
Private Funds $1,517,906,896 17.8%
Total $8,527,566,830 100.0%

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