CJM Wealth Advisers, LTD.
CJM Wealth Advisers, Ltd. is an independent, fee-only registered investment adviser (RIA) headquartered in Falls Church, Virginia. Founded in 1978, the firm serves individuals, families, trusts, estates, and select institutions, focusing on clients with substantial financial assets. As of March 2025, CJM manages approximately $1.3 billion in assets with a team of 22-23 employees, including Certified Financial Planner™ professionals. The firm offers highly customized wealth management and financial planning services, with an emphasis on education, trust, and proactive client communication.
Investment Strategy
CJM Wealth Advisers provides tailored investment and financial planning solutions to individuals, families, and institutions, primarily through discretionary management. Their approach centers on developing comprehensive financial plans that address each client’s short- and long-term goals. CJM uses a fee-only wrap program, investing primarily in mutual funds and ETFs, and focuses on transparency, regular reviews, and client education. The firm aims to build long-term trust by aligning investment strategies with unique client values and objectives while charging a typical advisory fee based on assets under management, generally around 1.00%.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 30.58% | $99.5M | 162,523 | $418.79 | $612.38 | +$6.1M |
Q QQQ | INVESCO QQQ TR | 16.31% | $53.1M | 88,434 | $398.40 | $600.37 | +$2.0M |
I IJH | ISHARES TR | 11.10% | $36.1M | 553,671 | $53.50 | $65.26 | +$1.7M |
I IJR | ISHARES TR | 6.56% | $21.4M | 179,697 | $101.79 | $118.83 | -$1.1M |
V VTV | VANGUARD INDEX FDS | 4.71% | $15.3M | 82,283 | $141.25 | $186.49 | -$969.6K |