Advisor at CSJ Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CSJ Wealth Management, LLC
Location
Solana Beach, CA
Credentials
Series 65
Industry experience
29 years
Brian Caine is the principal advisor at CSJ Wealth Management, LLC, an independent firm based in Solana Beach, CA. He holds a Series 65 designation and has 29 years of industry experience, including prior roles at Caine Capital Management and CSJ Capital Advisors Inc. Outside of his advisory work, he is president of The Caine Group, Inc., and is involved in private real estate development and legal services. CSJ Wealth Management serves individuals, trusts, estates, charitable organizations, ERISA plans, and certain corporate and institutional clients. The firm offers discretionary portfolio management, outsourced financial planning, and advice on private funds, employing a long-term, asset-class diversification strategy for individual accounts and a more active security-selection approach for pooled and institutional mandates.
Based on CSJ Wealth Management, LLC
Based on CSJ Wealth Management, LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
For The Caine Investment Fund I, L.P.: 1% asset-based fee annually plus 20% incentive allocation on profits exceeding prior losses by 6%.
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee: $2,500; Minimum annual fee: $10,000
Solana Beach, CA
California
CSJ Capital Advisors Inc.
2014 - 2018 (4 years)
CSJ Wealth Management, LLC
2013 - Present (13 years)
Caine Capital Management
1996 - 2016 (20 years)
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Is active or affiliated with:
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Lawyer
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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