CJW Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CJW Capital, LLC provides investment advisory services, financial planning, retirement plan advisory and donor-advised fund (DAF) services to individuals, high‑net‑worth clients, charities, corporations and retirement plans. The firm offers discretionary portfolio management that typically uses low‑cost, diversified mutual funds and ETFs and also assists with ERISA‑related retirement plan services and account rollovers.
The firm’s investment process emphasizes fundamental analysis and a primarily long‑term orientation while allowing for shorter‑term trading for rebalancing or tactical needs; CJW may include individual stocks, bonds, annuities or alternative investments and will retain legacy holdings when appropriate. CJW recently added formal recommendations to utilize unaffiliated independent managers for portions of client portfolios and conducts initial and ongoing oversight of those managers.
Noteworthy features relative to peers include its offer of donor‑advised fund services through American Endowment Foundation and DAFgiving360 and the explicit use of independent managers for some client assets, both changes noted as material updates in its ADV. The firm operates with a small advisory team managing about $80.7 million for roughly 153 clients and has an advisor who is a licensed insurance professional and may receive commissions for insurance sales, which the firm discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Negotiable
Financial planning services annual retainer fee up to $3,600, payable quarterly in advance
Minimum fee: $2,000 one-time initial startup fee (may be waived at Advisor's discretion) Fee-only: Investment advisory fees based on assets under management as detailed in fee tiers; Financial planning services charged via fixed annual retainer fee up to $3,600 payable quarterly in advance; Retirement plan advisory services fees up to 2.00% annually with tiered schedule
Main office
See officeChicago IL
Advisors at this office
1
Offices (3)
Most active in
Florida · Illinois · Michigan · Missouri · Texas
Also doing business as
Cjw Capital · Cjw Capital, LLC · Smedley Capital · Varona Capital · Wiesehan Asset Management Company · Wiesehan Asset Management Company, LLC · Wiesehan, Christopher John
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.
Forms ADV
Quick links
Advisors at this firm
Christopher W
CFA®, Series 65
Chicago, IL
CJW Capital, LLC
Christopher Wiesehan is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with CJW Capital, LLC since 2015. Wiesehan serves as a board member of the Bright Promise Fund for Urban Christian Education, overseeing investment activities for the fund supporting Christian schools in Chicago. CJW Capital, LLC provides investment advisory, financial planning, retirement plan advisory, and donor-advised fund services to individuals, high-net-worth clients, charities, corporations, and retirement plans. The firm employs a fundamental, primarily long-term investment approach using diversified mutual funds and ETFs, with flexibility for tactical adjustments and oversight of unaffiliated independent managers.
Oscar V
Series 65
Miami, FL
CJW Capital, LLC
Oscar Varona is an advisor at CJW Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at CJW Capital since 2017. In addition to his advisory role, he serves as a director for Oscar A. Varona PA, focusing on insurance. CJW Capital provides investment advisory, financial planning, retirement plan advisory, and donor-advised fund services to individuals, high-net-worth clients, charities, corporations, and retirement plans. The firm’s investment approach combines fundamental analysis with a primarily long-term orientation and incorporates discretionary portfolio management using diversified mutual funds, ETFs, and independent managers.
David S
Series 65
Chicago, IL
CJW Capital, LLC
David Sopchik is a financial advisor at CJW Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with CJW Capital since 2018 and previously worked at Barnes & Noble Booksellers, Inc. from 2012 to 2019. CJW Capital serves individuals, institutional investors, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, retirement plan advisory, and donor-advised fund management. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing low-cost mutual funds, ETFs, and other securities tailored to client needs.
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