CHJ Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CHJ Wealth Management provides investment management, financial planning, estate planning and retirement income planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations, corporations and other business entities. The firm reports approximately $600 million in discretionary assets across about 309 client relationships and generally requires a $500,000 minimum account (exceptions may be granted).
CHJ primarily manages accounts on a discretionary basis and customizes asset mixes and security selection to each client’s age, goals and risk tolerance, using both fundamental company analysis and technical analysis of trading patterns. Portfolios typically include individual stocks, bonds, ETFs, REITs and MLPs, and the firm treats financial planning as part of its overall investment management service.
Distinctive features include two employees who are registered representatives and licensed insurance agents able to offer commissionable brokerage and insurance products through a separate broker‑dealer (PKS), a relationship the firm discloses as a potential conflict of interest. The firm also provides frequent communications — quarterly third‑party portfolio summaries, written quarterly market commentaries authored by firm principals and daily market update emails — and operates with standing transfer authority over client accounts while following SEC safeguards for such arrangements.
Client services
Expertise
Fee options
1.00% to 2.00% depending on market value of assets, investment style, project complexity, and type of management services
Certain employees who are registered representatives may earn commissions on securities and insurance products through Purshe Kaplan Sterling, Inc. (PKS), but CHJ does not receive any portion of these commissions.
Account minimum: $500,000
Main office
10200 Grogan's Mill Road, Suite 430
The Woodlands TX 77380
Advisors at this office
4
Most active in
Illinois · Louisiana · Missouri · Texas
Also doing business as
Bluebonnet Advisors, LLC · Carlton, Hofferkamp And Jenks Wealth Management, LLC · Chj Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Hunter H
CFP®, Series 66
The Woodlands, TX
CHJ Wealth Management
Hunter Hernandez is a CFP® professional with 18 years of industry experience, currently serving at CHJ Wealth Management. He has held roles at Carlton Hofferkamp & Jenks Wealth Management and Purshe Kaplan Sterling Investments since 2010. Hernandez also works as an insurance agent, assisting clients with term insurance needs. CHJ Wealth Management is a five-advisor team managing approximately $540 million for individuals, trusts, charities, and business entities. The firm provides tailored portfolio management on a discretionary basis, combining fundamental and technical analysis, and emphasizes individualized account-level service.
James C
Series 63, Series 65
The Woodlands, TX
CHJ Wealth Management
James Carlton is a financial advisor at CHJ Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2010. Outside of finance, he is a partner in Fantasyland Records LLC, a music recording business. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm’s five-advisor team manages approximately $540 million across about 286 client relationships, providing individualized, account-level portfolio management with a discretionary approach that combines fundamental and technical analysis.
Matthew C
Series 66
The Woodlands, TX
CHJ Wealth Management
Matthew Clark is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2023 and previously at Buckingham Strategic Wealth, LLC and Invesco. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The five-advisor team manages approximately $540 million across about 286 client relationships, offering individualized portfolio management with a discretionary approach that combines fundamental and technical analysis.
Michael S
Series 65
The Woodlands, TX
CHJ Wealth Management
Michael Smith is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 65 designation with one year of industry experience. Before joining CHJ Wealth Management in 2025, he worked at Kinder Morgan for seven years and Vinmar International for one year. CHJ Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, and corporations. The firm manages approximately $600 million in discretionary assets and customizes portfolios based on clients’ age, goals, and risk tolerance using both fundamental and technical analysis.
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