{
  "crd_number": 107750,
  "slug": "cjm-wealth-advisers-ltd-falls-church-va-107750",
  "primary_business_name": "CJM WEALTH ADVISERS, LTD.",
  "legal_name": "CJM WEALTH ADVISERS, LTD.",
  "dbas": [],
  "city": "Falls Church",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1979-02-27",
  "years_registered": 47,
  "period": "2026-10-01",
  "filing_date": "2026-07-20",
  "carried_forward": false,
  "raum_total": 1466177587.0,
  "raum_discretionary": 1396476540.0,
  "raum_non_discretionary": 69701047.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 24526282.0,
      "count": 15
    },
    "individuals": {
      "raum": 450985081.0,
      "count": 618
    },
    "high_net_worth_individuals": {
      "raum": 990666224.0,
      "count": 242
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TX",
    "UT",
    "VA",
    "WV"
  ],
  "websites": [
    "https://cjmltd.com",
    "https://facebook.com/CJMWEALTHADVISERSLTD",
    "https://instagram.com/cjmwealthadvisers",
    "https://linkedin.com/COMPANY/CJM-WEALTH-ADVISERS-LTD-"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107750",
  "city_as_filed": "FALLS CHURCH",
  "url": "https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750",
  "display_name": "CJM Wealth Advisers, Ltd.",
  "summary": "CJM Wealth Advisers, Ltd. is an SEC-registered investment advisory firm in Falls Church, VA, registered since 1979, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 20, 2026.",
  "citation": "AdvisorCensus. CJM Wealth Advisers, Ltd. (CRD 107750): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is CJM Wealth Advisers, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CJM Wealth Advisers, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is CJM Wealth Advisers, Ltd. located?",
      "a": "CJM Wealth Advisers, Ltd.'s principal office is in Falls Church, VA, according to its Form ADV."
    },
    {
      "q": "Is CJM Wealth Advisers, Ltd. registered with the SEC or a state?",
      "a": "CJM Wealth Advisers, Ltd. is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 107750."
    },
    {
      "q": "How much does CJM Wealth Advisers, Ltd. manage?",
      "a": "CJM Wealth Advisers, Ltd. reports $1,466,177,587 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (95% discretionary)."
    },
    {
      "q": "How have CJM Wealth Advisers, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for CJM Wealth Advisers, Ltd.: Regulatory assets under management: $945,621,212 in the October 2021 data and $1,466,177,587 in the October 2026 data, up 55%. Total employees: 19 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CJM Wealth Advisers, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (618); high net worth individuals (242); charitable organizations (15)."
    },
    {
      "q": "Which custodians does CJM Wealth Advisers, Ltd. use?",
      "a": "CJM Wealth Advisers, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CJM Wealth Advisers, Ltd. report any disciplinary disclosures?",
      "a": "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/107750"
    },
    {
      "q": "Does CJM Wealth Advisers, Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 20, 2026 says: \"The Registrant does not impose any minimum fee requirement or asset level requirement to initiate and maintain investment advisory services.\""
    },
    {
      "q": "What changed in CJM Wealth Advisers, Ltd.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 945621212.0,
      "total_employees": 19,
      "filing_date": "2021-08-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1130167814.0,
      "total_employees": 16,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1105233016.0,
      "total_employees": 22,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1117617818.0,
      "total_employees": 23,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1285166542.0,
      "total_employees": 22,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1466177587.0,
      "total_employees": 13,
      "filing_date": "2026-07-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in WV."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,285,166,542 to $1,466,177,587 (+14%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NE."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Registrant does not impose any minimum fee requirement or asset level requirement to initiate and maintain investment advisory services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Registrant does not impose any minimum fee requirement or asset level requirement to initiate and maintain investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 618,
      "fewer_than_5": false,
      "raum": 450985081.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 242,
      "fewer_than_5": false,
      "raum": 990666224.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 24526282.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107750",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}