# CJC Wealth Management

> CJC Wealth Management is an SEC-registered investment advisory firm in Olney, MD, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 325288
- Filed as: CJC WEALTH MANAGEMENT
- Legal name: CJC Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Olney, MD
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325288
- AdvisorCensus page: https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288

## Quick answers

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

**Where is CJC Wealth Management located?**
CJC Wealth Management's principal office is in Olney, MD, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is CJC Wealth Management registered with the SEC or a state?**
CJC Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 325288.

**How much does CJC Wealth Management manage?**
CJC Wealth Management reports $121,906,496 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**What types of clients does CJC Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (40).

**Which custodians does CJC Wealth Management use?**
CJC Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does CJC Wealth Management 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/325288

**Does CJC Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated July 10, 2026 says: "There are no requirements for opening or maintaining an account. There is no account minimum."

**What changed in CJC Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 4 to 3.

## 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 July 10, 2026)

- Account minimum: None

> There are no requirements for opening or maintaining an account. There is no account minimum.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $121,906,496
- Discretionary: $121,906,496
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $24,412,254 |
| High net worth individuals | 40 | $97,494,242 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, GA, LA, MD, NC, OH, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Jacksonville, FL

### Websites listed on Form ADV (Item 1.I)
- cjcwealth.com
- Facebook facebook.com
- Instagram @cjcampbellassoc
- LinkedIn @cj-campbell-associates-cjc-wealth-management

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 4 to 3.

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CJC Wealth Management (CRD 325288): Form ADV filing data as of October 2026.