Carlton, Hofferkamp and Jenks Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, financial planning, and insurance.
Carlton, Hofferkamp and Jenks Wealth Management reports 309 clients. They include 185 individual clients and 124 high-net-worth individuals. Of its assets, 100.0% ($600M across 696 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 5% |
| High-net-worth individuals | 40% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 185 | $32.4M | 5.4% | $175K |
| High-net-worth individuals | 124 | $568M | 94.6% | $4.58M |
| Total | 309 | $600M | 100% | $1.94M |
- Clients
- 185
- Regulatory AUM
- $32.4M
- AUM share
- 5.4%
- Avg. per client
- $175K
- Clients
- 124
- Regulatory AUM
- $568M
- AUM share
- 94.6%
- Avg. per client
- $4.58M
Total
- Clients
- 309
- Regulatory AUM
- $600M
- AUM share
- 100%
- Avg. per client
- $1.94M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Carlton, Hofferkamp and Jenks Wealth Management charges 1.00%–2.00% a year for its Investment Management Fees. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Fee details and sources
James Carlton owns 25% to 50% of Carlton, Hofferkamp and Jenks Wealth Management. The leadership team of Carlton, Hofferkamp and Jenks Wealth Management includes Chief Compliance Officer John Sinitiere. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 4 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 25% to 50% of Carlton, Hofferkamp and Jenks Wealth Management, LLC
James Carlton
Control person · since August 2010
- Owns 10% to 25% of Carlton, Hofferkamp and Jenks Wealth Management, LLC
Erich Bredl
since June 2021
- Owns 10% to 25% of Carlton, Hofferkamp and Jenks Wealth Management, LLC
Charles B Tubbs Marital Trust
since June 2021
- Owns 10% to 25% of Carlton, Hofferkamp and Jenks Wealth Management, LLC
Patricia Tubbs
since June 2021
- Owns 5% to 10% of Carlton, Hofferkamp and Jenks Wealth Management, LLC
TDR Hamil Family LTD
since June 2021
- Owns 5% to 10% of Carlton, Hofferkamp and Jenks Wealth Management, LLC
Ebrecht Equity Partnership LP
since June 2021
- Owns 25% to 50% of Ebrecht Equity Partnership LP
Daryn Ebrecht
since June 2021
- Owns 25% to 50% of Ebrecht Equity Partnership LP
Robin Ebrecht
since June 2021
- Owns 5% to 10% of Carlton, Hofferkamp and Jenks Wealth Management, LLC
Claire Yates
since April 2024
Carlton, Hofferkamp and Jenks Wealth Management’s regulatory assets grew 1.5× from $397M (July 2021) to $600M (March 2026); clients rose from 237 to 309 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $600M | 309 | 6 | 1 |
| Jul 2025July 2025 | $540M | 286 | 5 | 1 |
| May 2024May 2024 | $502M | 295 | 5 | 1 |
| Mar 2023March 2023 | $459M | 286 | 5 | 1 |
| Jun 2022June 2022 | $463M | 286 | 5 | 1 |
| Jul 2021July 2021 | $397M | 237 | 4 | 1 |
Besides its headquarters, Carlton, Hofferkamp and Jenks Wealth Management has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 10200 Grogan'S Mill Road, Suite 430, The WoodlandsHQ
Contact and registration details
- Legal name
- Carlton, Hofferkamp and Jenks Wealth Management, LLC
- Headquarters
- 10200 Grogan'S Mill Road, Suite 430, The Woodlands, TX 77380
- Website
- chjwealthmanagement.com
- Phone
- 281-298-2700
- SEC file
- 801-71684
- Founded
- 2010
- Structure
- Texas LLC
- Fiscal year end
- December
Carlton, Hofferkamp and Jenks Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($571M). Carlton, Hofferkamp and Jenks Wealth Management has custody of $94M for 18 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $571M100%
At year end, Carlton, Hofferkamp and Jenks Wealth Management’s separately managed accounts were largely in funds (40%) and cash (24%).
What the accounts hold
- Stocks21%
- Funds40%
- Bonds15%
- U.S. government and agency bonds13%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash24%
How many clients does Carlton, Hofferkamp and Jenks Wealth Management have?
Carlton, Hofferkamp and Jenks Wealth Management has 309 clients and manages $600 million for them, as of March 2026. They include 185 individual clients and 124 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Carlton, Hofferkamp and Jenks Wealth Management offer?
Carlton, Hofferkamp and Jenks Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, financial planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Carlton, Hofferkamp and Jenks Wealth Management charge?
Carlton, Hofferkamp and Jenks Wealth Management charges 1.00%–2.00% a year for its Investment Management Fees. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: PART 2A BROCHURE - CHJ WEALTH MANAGEMENT, filed 24 March 2026
Which custodians does Carlton, Hofferkamp and Jenks Wealth Management use?
Carlton, Hofferkamp and Jenks Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $571M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Carlton, Hofferkamp and Jenks Wealth Management have?
Carlton, Hofferkamp and Jenks Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Carlton, Hofferkamp and Jenks Wealth Management invest in?
At the end of its last fiscal year, Carlton, Hofferkamp and Jenks Wealth Management’s separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 24% cash and equivalents, 21% exchange-traded equities, 13% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Carlton, Hofferkamp and Jenks Wealth Management have a minimum investment?
Yes, Carlton, Hofferkamp and Jenks Wealth Management’s minimum account size for its Investment Management Fees is $500K.
Source: PART 2A BROCHURE - CHJ WEALTH MANAGEMENT, filed 24 March 2026
Who owns Carlton, Hofferkamp and Jenks Wealth Management?
Carlton, Hofferkamp and Jenks Wealth Management is owned through a holding company by Daryn and Robin Ebrecht. Its direct owners are James Carlton, TDR Hamil Family LTD, Erich Bredl, Ebrecht Equity Partnership LP, Charles B Tubbs Marital Trust, Patricia Tubbs and Claire Yates, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Carlton, Hofferkamp and Jenks Wealth Management get paid?
Carlton, Hofferkamp and Jenks Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Carlton, Hofferkamp and Jenks Wealth Management?
Carlton, Hofferkamp and Jenks Wealth Management’s main office is at 10200 Grogan'S Mill Road, Suite 430, The Woodlands, TX 77380. Its phone number is 281-298-2700. Its website is chjwealthmanagement.com.