CJC Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
CJC Wealth Management reports 81 clients. They include 41 individual clients and 40 high-net-worth individuals. Of its assets, 100.0% ($122M across 835 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 20% |
| High-net-worth individuals | 49% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 41 | $24.4M | 20.0% | $595K |
| High-net-worth individuals | 40 | $97.5M | 80.0% | $2.44M |
| Total | 81 | $122M | 100% | $1.51M |
- Clients
- 41
- Regulatory AUM
- $24.4M
- AUM share
- 20.0%
- Avg. per client
- $595K
- Clients
- 40
- Regulatory AUM
- $97.5M
- AUM share
- 80.0%
- Avg. per client
- $2.44M
Total
- Clients
- 81
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- $1.51M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
CJC Wealth Management charges 0.75%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Annual planning fee generally $1,500 to $10,000 a year, plus a one-time initial planning fee of $1,500 to $10,000 in the first year; fees are negotiable.
Ace 3 Holdings LLC owns 75% or more of CJC Wealth Management and is in turn owned by Christopher Campbell (75% or more). Christopher Campbell is CEO. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of CJC Wealth Management LLC
Ace 3 Holdings LLC
Control person · since February 2023
- Owns 75% or more of Ace 3 Holdings LLC
Christopher Campbell
Control person · since February 2023
- Owns 10% to 25% of CJC Wealth Management LLC
CK79, LLC
Control person · since February 2023
- Owns 75% or more of CK79, LLC
John King
Control person · since February 2023
- Owns 10% to 25% of CJC Wealth Management LLC
Mel CK Consulting Inc
Control person · since February 2023
- Owns 75% or more of Mel CK Consulting Inc
Melissa Caro
Control person · since February 2023
Besides its headquarters, CJC Wealth Management has 1 office, with 2 listed addresses in 1 state.
Florida · 1 listed address
- 676 Fairway Farms Court, Jacksonville
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- CJC Wealth Management LLC
- Headquarters
- Not reported
- Website
- cjcwealth.com
- Phone
- 301-761-3880
- SEC file
- 801-136678
- Structure
- Maryland LLC
- Fiscal year end
- December
CJC Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($122M). CJC Wealth Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $122M100%
At year end, CJC Wealth Management’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does CJC Wealth Management have?
CJC Wealth Management has 81 clients and manages $122 million for them, as of August 2026. They include 41 individual clients and 40 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does CJC Wealth Management offer?
CJC Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does CJC Wealth Management charge?
CJC Wealth Management charges 0.75%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - CJC WEALTH MANAGEMENT LLC, filed 10 July 2026
Which custodians does CJC Wealth Management use?
CJC Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $122M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does CJC Wealth Management have?
CJC Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 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 CJC Wealth Management invest in?
At the end of its last fiscal year, CJC Wealth Management’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CJC Wealth Management?
CJC Wealth Management is owned through holding companies by Christopher Campbell, John King and Melissa Caro. Its direct owners are Ace 3 Holdings LLC (75% or more), CK79, LLC (10% to 25%) and Mel CK Consulting Inc (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does CJC Wealth Management get paid?
CJC Wealth Management is paid through a percentage of assets under management and fixed fees. 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 CJC Wealth Management?
Its phone number is 301-761-3880. Its website is cjcwealth.com.