CJL Quantum Analytics
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm works primarily with small business owners seeking retirement-plan investment guidance and with individual bank investors, providing non-discretionary, customized advice on stocks, ETFs, and mutual funds. In addition to portfolio recommendations, the firm offers pay-as-you-go online products including bank-specific analytical research, lists of potentially undervalued bank stocks, educational webinars, and a periodic economic newsletter.
Its investment approach emphasizes U.S. domestic companies with stable earnings that pay meaningful dividends (targeting roughly one-third to one-half of earnings) and adjusts buy/hold/sell guidance based on the economic business cycle. Recommendations also incorporate technical indicators such as relative strength index, Bollinger bands, volume, and price position, and are tailored to each client’s risk tolerance and time horizon with periodic (quarterly) reviews.
Distinctive features include an affiliation with an accounting practice run by the firm’s principal and a suite of fee-based research and educational products sold directly to investors—services that are uncommon among comparable investment managers. The firm does not take custody or discretionary trading authority; clients retain control of execution, while the principal’s substantial ongoing work in accounting and tax services is disclosed as a potential source of conflict of interest.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Bank stock finance valuations
Expertise
Retirement plans for business owners (SEP, solo 401k)
Income planning
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
1.25% annually, billed quarterly at 0.3125% per quarter
$29.99 per downloaded research report, $99 per educational webinar, $19.99 per downloaded list of undervalued bank stocks, $9.99 per economic newsletter download
Main office location
CJL Quantum Analytics
Fair Oaks CA, United States
Number of offices
1
Most active in
CJL Quantum Analytics has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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.
Forms ADV
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