A complete list of active advisors currently associated with CJW Capital, LLC

Warmer can help you find a great advisor at CJW Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at CJW Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.