# Christopher Weil & Co Inc

> Christopher Weil & Co Inc is an SEC-registered investment advisory firm in San Diego, CA, registered since 1992, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 22090
- Filed as: CHRISTOPHER WEIL & CO INC
- Legal name: The Weil Company
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/22090
- AdvisorCensus page: https://advisorcensus.com/firm/christopher-weil-and-co-inc-san-diego-ca-22090

## Quick answers

**How is Christopher Weil & Co Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Christopher Weil & Co Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Christopher Weil & Co Inc charge?**
Its Form ADV Part 2A brochure dated December 24, 2025 states: Flat fee: $250 to $10,000 (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Christopher Weil & Co Inc located?**
Christopher Weil & Co Inc's principal office is in San Diego, CA, according to its Form ADV.

**Is Christopher Weil & Co Inc registered with the SEC or a state?**
Christopher Weil & Co Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 22090.

**How much does Christopher Weil & Co Inc manage?**
Christopher Weil & Co Inc reports $896,242,185 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (98% discretionary).

**How have Christopher Weil & Co Inc's assets and staff changed since 2021?**
In the Form ADV data for Christopher Weil & Co Inc: Regulatory assets under management: $892,493,383 in the October 2021 data and $896,242,185 in the October 2026 data, unchanged. Total employees: 25 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Christopher Weil & Co Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (261); individuals (other than high net worth individuals) (242); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Christopher Weil & Co Inc use?**
Christopher Weil & Co Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Christopher Weil & Co Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/22090

**What changed in Christopher Weil & Co Inc's recent Form ADV filings?**
In the January 2026 filing data: Employees performing advisory functions went from 10 to 7. No longer registered or notice-filed in PA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 24, 2025)

- Minimum annual fee: $10,000

> WEIL does not generally impose a minimum account size for our advisory services but does generally impose a minimum fee of $10,000 per year.

- Flat fee: $250 to $10,000 (Financial Planning)

> Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $250 to $10,000, depending on the specific arrangement reached with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $896,242,185
- Discretionary: $876,875,388
- Non-discretionary: $19,366,797

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $89,063,081 |
| High net worth individuals | 261 | $784,721,439 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $12,860,493 |
| Charitable organizations | 4 | $6,566,276 |
| Corporations or other businesses not listed above | 5 | $3,030,896 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1992 (33 years)
- Employees: 16 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, HI, LA, MA, NV, NY, OR, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cweil.com](https://cweil.com)
- Facebook @cweilinc
- Instagram @weil_culture
- LinkedIn @Christopher-Weil-&-Company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $892,493,383 | 25 | June 29, 2021 |
| October 2022 | $1,062,279,588 | 26 | December 26, 2021 |
| October 2023 | $1,107,182,726 | 26 | May 15, 2023 |
| October 2024 | $781,979,239 | 24 | May 17, 2024 |
| October 2025 | $823,560,128 | 21 | May 6, 2025 |
| October 2026 | $896,242,185 | 16 | February 24, 2026 |

Regulatory assets under management: $892,493,383 in the October 2021 data and $896,242,185 in the October 2026 data, unchanged.
Total employees: 25 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Employees performing advisory functions went from 10 to 7.
- No longer registered or notice-filed in PA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Christopher Weil & Co Inc (CRD 22090): Form ADV filing data as of October 2026.