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- Custodian
- Charles Schwab & Company · Interactive Brokers · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-25-2013
- Office Locations
- 2
Office Locations
About CSJ Wealth Management, LLC
CSJ Wealth Management is an independent, non-bank-affiliated multi-family office providing customized investment management and financial analysis for multi-generational families. The firm coordinates closely with clients’ legal and tax advisors on estate planning, charitable giving, and legacy strategy, with attention to family governance and educating the next generation. Investment work emphasizes asset allocation, risk management, and portfolio construction; custody commonly includes Charles Schwab.
Team overview
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Owner & Executives
BRIAN FREDERICK CAINE
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR
- CRD
- #2753379
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Olivian Traian Pitis
--
- CRD
- #5589688
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,370,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,370,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,984,860
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,815,743,981 | 35.1% |
| Equity - Exchange | $1,572,610,172 | 30.4% |
| Cash | $1,784,705,623 | 34.5% |
| Total | $5,173,059,776 | 100.0% |