CJM WEALTH ADVISERS, LTD.
Adviser information for CJM WEALTH ADVISERS, LTD. last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 23 |
---|---|
Investment Advisory/Research | 11 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 10 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 2,508 | $1.1B |
Non-Discretionary | 87 | $60.7M |
Total | 2,595 | $1.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 674 | $455.6M |
HNW Individuals | 169 | $641.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 11 | $20.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 5 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMFixed feesRETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 1.1B |
Portfolio Manager | 1.1B |
Both for Same | 1.1B |
Portfolio Manager to Program | Sponsor |
---|---|
CJM ASSET MANAGEMENT PROGRAM | CJM WEALTH ADVISORS, LTD. |
Principal Office
3110 FAIRVIEW PARK DRIVESUITE 900
FALLS CHURCH
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 703-425-0700, Fax: 703-764-9530
Chief Compliance Officer
TRACEY A. BAKER
PRESIDENT
3110 FAIRVIEW PARK DRIVE
SUITE 900
FALLS CHURCH
VA
United States
Tel:
703-425-0700
Fax:
703-764-9530
B*****@*********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BAKER, TRACEY, ALBERTSON | Individual | – | PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER | 09/2003 | 25-50% |
JONES, BRIAN, TIMOTHY | Individual | – | CHAIRMAN/SECRETARY/PRINCIPAL | 09/2003 | 25-50% |
GREENE, DAVID, DEFOREST | Individual | – | CEO/TREASURER/PRINCIPAL | 02/2006 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 742K | 4K | – |
ALPHABET INC | CAP STK CL C | 1M | 7K | – |
AMAZON COM INC | COM | 1M | 7K | – |
AMERICAN EXPRESS CO | COM | 245K | 1K | – |
APPLE INC | COM | 4M | 19K | – |
AT&T INC | COM | 195K | 10K | – |
AUTOMATIC DATA PROCESSING IN | COM | 605K | 3K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 6M | 15K | – |
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 232K | 7K | – |
CATERPILLAR INC | COM | 395K | 1K | – |
CHEVRON CORP NEW | COM | 432K | 3K | – |
DOMINION ENERGY INC | COM | 213K | 4K | – |
EXXON MOBIL CORP | COM | 5M | 46K | – |
GENERAL ELECTRIC CO | COM NEW | 276K | 2K | – |
HOME DEPOT INC | COM | 481K | 1K | – |
INDIVIOR PLC | ORD | 206K | 13K | – |
INTERNATIONAL BUSINESS MACHS | COM | 730K | 4K | – |
INVESCO QQQ TR | UNIT SER 1 | 54M | 113K | – |
ISHARES TR | RUS 1000 VAL ETF | 2M | 11K | – |
ISHARES TR | RUS 1000 ETF | 941K | 3K | – |
ISHARES TR | CORE S&P MCP ETF | 32M | 557K | – |
ISHARES TR | RUS 1000 GRW ETF | 6M | 18K | – |
ISHARES TR | RUSSELL 2000 ETF | 2M | 8K | – |
ISHARES TR | CORE S&P500 ETF | 218K | 398 | – |
ISHARES TR | CORE S&P SCP ETF | 21M | 194K | – |
ISHARES TR | RUS 2000 VAL ETF | 365K | 2K | – |
JOHNSON & JOHNSON | COM | 450K | 3K | – |
JPMORGAN CHASE & CO | COM | 845K | 4K | – |
KLA CORP | COM NEW | 497K | 600 | – |
LEIDOS HOLDINGS INC | COM | 535K | 4K | – |
MARTI TECHNOLOGIES INC | SHS CL A | 56K | 35K | – |
MCDONALDS CORP | COM | 299K | 1K | – |
MICROSOFT CORP | COM | 2M | 5K | – |
NEXTERA ENERGY INC | COM | 299K | 4K | – |
NORTHROP GRUMMAN CORP | COM | 514K | 1K | – |
NVIDIA CORPORATION | COM | 956K | 8K | – |
ORACLE CORP | COM | 330K | 2K | – |
PEPSICO INC | COM | 215K | 1K | – |
PROCTER AND GAMBLE CO | COM | 2M | 10K | – |
SCHLUMBERGER LTD | COM STK | 283K | 6K | – |
SCIENCE APPLICATIONS INTL CO | COM | 273K | 2K | – |
SPDR S&P 500 ETF TR | TR UNIT | 415K | 761 | – |
STRYKER CORPORATION | COM | 273K | 810 | – |
T ROWE PRICE ETF INC | CAP APPRECIATION | 1M | 32K | – |
TESLA INC | COM | 301K | 1K | – |
THE CIGNA GROUP | COM | 282K | 864 | – |
UNITEDHEALTH GROUP INC | COM | 291K | 589 | – |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 1M | 8K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 223K | 833 | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 84M | 167K | – |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 2M | 9K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 3M | 14K | – |
VANGUARD INDEX FDS | VALUE ETF | 14M | 90K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 611K | 7K | – |
VANGUARD INDEX FDS | SML CP GRW ETF | 4M | 17K | – |
VANGUARD INDEX FDS | MID CAP ETF | 992K | 4K | – |
VANGUARD INDEX FDS | GROWTH ETF | 206K | 546 | – |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1M | 24K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 10K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3M | 58K | – |
VANGUARD WORLD FD | ESG INTL STK ETF | 261K | 5K | – |
VANGUARD WORLD FD | ESG US STK ETF | 776K | 8K | – |
VISA INC | COM CL A | 970K | 4K | – |
WALMART INC | COM | 226K | 3K | – |