CSJ Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,984,860
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
48% high-net-worth
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
21
TypicalAverage account size
$3,094,517
About
CSJ Wealth Management is a single-advisor registered investment adviser managing roughly $71 million for a small client base that includes individuals, trusts, estates, charitable organizations, ERISA plans, corporations and one pooled investment vehicle. The firm provides discretionary portfolio management, outsourced financial planning through Delegated Planning, and advisory services related to private funds that clients may hold.
The firm’s investment approach emphasizes diversified, long-term asset allocation constructed primarily with institutional mutual funds and ETFs (including Dimensional products), the use of Investment Policy Statements, and periodic rebalancing with attention to tax efficiency and low turnover. Separately managed accounts are generally implemented via diversified funds, while the firm also operates a privately offered pooled vehicle that is actively traded and may employ individual security selection, short selling and options.
Several features distinguish the firm from many solo independent advisors: an affiliation with a law practice, the firm’s role as sponsor and general partner of a private pooled fund (with associated incentive allocations and a required initial holding period for fund investors), and portfolio management for pooled and institutional-type clients. The brochure also discloses the principal’s substantial outside involvement in private real estate development and brokerage and describes policies intended to address the resulting operational and conflict-of-interest considerations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Concentrated stock management
Private / alternative investments
Active portfolio management
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
For The Caine Investment Fund I, L.P., 1% annual asset-based fee plus 20% incentive allocation on profits exceeding prior losses by at least 6%.
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee: $2,500; Minimum annual fee: $10,000 Fee-only: Financial planning services offered at no additional cost for clients with $3 million or more assets (minimum may be waived).
Main office location
CSJ Wealth Management, LLC
Solana Beach CA, United States
Number of offices
1
Most active in
CSJ Wealth Management, LLC 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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