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%.
Latest 13F Filing Activity
CJM Wealth Advisers, LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 74 equity positions with a total 13F market value of $325M. The fund increased holdings in Vanguard Index FDS, Capital Group Dividend Value, Vanguard Index FDS among other positions. CJM Wealth Advisers, LTD. reduced exposure to Ishares TR, Vanguard Index FDS, AT&T Inc. among others.
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 |
Industry Allocation
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