# DCJ Global Wealth Management

> DCJ Global Wealth Management is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 148398
- Filed as: DCJ GLOBAL WEALTH MANAGEMENT
- Legal name: David Carl Jones Investments, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148398
- AdvisorCensus page: https://advisorcensus.com/firm/dcj-global-wealth-management-148398

## Quick answers

**How is DCJ Global Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), DCJ Global Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is DCJ Global Wealth Management registered with the SEC or a state?**
DCJ Global Wealth Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 148398.

**How much does DCJ Global Wealth Management manage?**
DCJ Global Wealth Management reports $55,487,595 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary).

**What types of clients does DCJ Global Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (25); corporations or other businesses not listed above (1).

**Does DCJ Global 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148398

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,487,595
- Discretionary: $55,487,595
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $27,900,958 |
| High net worth individuals | 25 | $23,276,242 |
| 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 | 1 | $4,310,395 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MS, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dcjglobal.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DCJ Global Wealth Management (CRD 148398): Form ADV filing data as of October 2026.