CSJ Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,984,860
Clients
21
Advisors
2
across 2 offices
About
CSJ Wealth Management provides discretionary portfolio management and outsourced financial planning for individuals, trusts, estates, charitable organizations, ERISA plans, corporations and other entities. The firm also manages and provides advisory services to a pooled investment vehicle that it sponsors.
The firm’s retail accounts are run with a long-term, asset-allocation focus using low-cost institutional mutual funds and ETFs, periodic rebalancing, and research tools from providers such as DFA. The sponsored pooled vehicle is managed more actively, with individual security selection and the use of hedging techniques (including short sales and options) tailored to the fund’s offering documents.
Distinctive features include the firm’s role as sponsor and adviser to a private fund while a firm principal maintains a separate law practice and a substantial private real estate development and brokerage business; the brochure specifies that legal advice is not provided to advisory clients. The private fund structure includes a performance-based incentive allocation to the general partner and the firm operates with a small advisory team and limited client base, factors that may affect operational concentration and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
For The Caine Investment Fund I, L.P., asset-based fee of 2% annually billed quarterly in advance; incentive allocation of 20% of profits above prior net losses and 6% hurdle, payable to general partner.
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee: $2,500; Minimum annual fee: $10,000 Fee-only: Financial planning services offered through Delegated Planning are provided at no additional cost to clients with $3 million or more assets under management (minimum may be waived).
Main office
See officeSolana Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Caine Wealth Management, LLC · Csj Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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
Advisors at this firm
Brian C
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Brian Caine is the principal advisor at CSJ Wealth Management, LLC, an independent firm based in Solana Beach, CA. He holds a Series 65 designation and has 29 years of industry experience, including prior roles at Caine Capital Management and CSJ Capital Advisors Inc. Outside of his advisory work, he is president of The Caine Group, Inc., and is involved in private real estate development and legal services. CSJ Wealth Management serves individuals, trusts, estates, charitable organizations, ERISA plans, and certain corporate and institutional clients. The firm offers discretionary portfolio management, outsourced financial planning, and advice on private funds, employing a long-term, asset-class diversification strategy for individual accounts and a more active security-selection approach for pooled and institutional mandates.
Olivian P
CFP®, CFA®, Series 66
San Diego, CA
CSJ Wealth Management, LLC
Olivian Pitis is a CFP®, CFA®, and Series 66-licensed financial advisor at CSJ Wealth Management, LLC with 17 years of industry experience. He previously worked at American Century Investment Services, Dimensional Fund Advisors, and Dowling & Yahnke. He has been involved with the UCLA Anderson San Diego Alumni Chapter since 2020. CSJ Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, ERISA plans, and corporations. The firm employs a long-term, asset-allocation investment approach using low-cost institutional funds and also manages a sponsored pooled investment vehicle with more active strategies.
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