# CJM Wealth Advisers, Ltd.

> 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.

- CRD: 107750
- Filed as: CJM WEALTH ADVISERS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Falls Church, VA
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107750
- AdvisorCensus page: https://advisorcensus.com/firm/cjm-wealth-advisers-ltd-falls-church-va-107750

## Quick answers

**How is CJM Wealth Advisers, Ltd. compensated?**
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.

**Where is CJM Wealth Advisers, Ltd. located?**
CJM Wealth Advisers, Ltd.'s principal office is in Falls Church, VA, according to its Form ADV.

**Is CJM Wealth Advisers, Ltd. registered with the SEC or a state?**
CJM Wealth Advisers, Ltd. is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 107750.

**How much does CJM Wealth Advisers, Ltd. manage?**
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).

**How have CJM Wealth Advisers, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does CJM Wealth Advisers, Ltd. serve?**
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).

**Which custodians does CJM Wealth Advisers, Ltd. use?**
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.

**Does CJM Wealth Advisers, Ltd. 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/107750

**Does CJM Wealth Advisers, Ltd. state an account minimum?**
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."

**What changed in CJM Wealth Advisers, Ltd.'s recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in UT.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 20, 2026)

- Account minimum: None

> The Registrant does not impose any minimum fee requirement or asset level requirement to initiate and maintain investment advisory services.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing 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: $1,466,177,587
- Discretionary: $1,396,476,540
- Non-discretionary: $69,701,047

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 618 | $450,985,081 |
| High net worth individuals | 242 | $990,666,224 |
| Charitable organizations | 15 | $24,526,282 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1979 (47 years)
- Employees: 13 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, CO, CT, DC, FL, GA, LA, MA, MD, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cjmltd.com
- Facebook @CJMWEALTHADVISERSLTD
- Instagram @cjmwealthadvisers
- LinkedIn @CJM-WEALTH-ADVISERS-LTD-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $945,621,212 | 19 | August 5, 2021 |
| October 2022 | $1,130,167,814 | 16 | April 1, 2022 |
| October 2023 | $1,105,233,016 | 22 | March 17, 2023 |
| October 2024 | $1,117,617,818 | 23 | September 26, 2024 |
| October 2025 | $1,285,166,542 | 22 | March 19, 2025 |
| October 2026 | $1,466,177,587 | 13 | July 20, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in UT.

### June 2026
- Registered or notice-filed in WV.

### April 2026
- 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).

### December 2025
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CJM Wealth Advisers, Ltd. (CRD 107750): Form ADV filing data as of October 2026.