Carlton Hofferkamp & Jenks Wealth Management, LLC
Carlton, Hofferkamp and Jenks Wealth Management, LLC is a fee-only registered investment advisory firm headquartered in The Woodlands, Texas. Founded in 2011, the firm operates independently and serves individuals, families, and business owners seeking financial planning, investment management, and guidance through major financial transitions. Recognized among top Houston-area wealth management firms and recipients of the Five Star Wealth Manager award for seven consecutive years, CHJ Wealth Management employs a small team and is committed to providing unbiased, client-focused financial advice.
Investment Strategy
Carlton, Hofferkamp and Jenks Wealth Management applies a client-centric and fee-only advisory approach, building custom investment portfolios that reflect clients’ individual objectives, risk tolerance, and financial goals. The firm focuses on disciplined asset allocation, diversified investments—often including ETFs and mutual funds—tax-efficient strategies, and ongoing risk management. CHJ emphasizes holistic financial planning and takes into account business succession, estate planning, and intergenerational wealth issues for its clients.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 8.40% | $23.2M | 125,056 | $105.84 | $181.74 | +$3.1M |
S SCHB | SCHWAB STRATEGIC TR | 7.57% | $20.9M | 853,493 | $17.53 | $23.83 | +$3.5M |
S SPY | SPDR S&P 500 ETF TR | 6.57% | $18.1M | 28,588 | $285.34 | $617.85 | +$3.6M |
V VTI | VANGUARD INDEX FDS | 4.36% | $12.0M | 38,509 | $181.81 | $303.93 | +$2.1M |
X XOM | EXXON MOBIL CORP | 4.15% | $11.5M | 102,410 | $81.70 | $107.80 | +$760.2K |