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CHJ Wealth Management

Updated today

Client assets under management

$600,211,084

Clients

309

40% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

77

High

Average account size

$1,942,431

About

CHJ Wealth Management provides investment management, financial planning, estate planning and retirement income planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations, corporations and other business entities. The firm reports approximately $600 million in discretionary assets across about 309 client relationships and generally requires a $500,000 minimum account (exceptions may be granted).

CHJ primarily manages accounts on a discretionary basis and customizes asset mixes and security selection to each client’s age, goals and risk tolerance, using both fundamental company analysis and technical analysis of trading patterns. Portfolios typically include individual stocks, bonds, ETFs, REITs and MLPs, and the firm treats financial planning as part of its overall investment management service.

Distinctive features include two employees who are registered representatives and licensed insurance agents able to offer commissionable brokerage and insurance products through a separate broker‑dealer (PKS), a relationship the firm discloses as a potential conflict of interest. The firm also provides frequent communications — quarterly third‑party portfolio summaries, written quarterly market commentaries authored by firm principals and daily market update emails — and operates with standing transfer authority over client accounts while following SEC safeguards for such arrangements.

Client services

Portfolio management

Expertise

Active portfolio management Real estate investing Wealth management

Fee options

Percentage

1.00% to 2.00% depending on market value of assets, investment style, project complexity, and type of management services

Commissions

Certain employees who are registered representatives may earn commissions on securities and insurance products through Purshe Kaplan Sterling, Inc. (PKS), but CHJ does not receive any portion of these commissions.

Other

Account minimum: $500,000

Main office location

CHJ Wealth Management

10200 Grogan's Mill Road, Suite 430

The Woodlands TX 77380, United States

Number of offices

1

Most active in

Illinois · Louisiana · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hunter H

CFP®, Series 66

The Woodlands, TX

CHJ Wealth Management

Hunter Hernandez is a CFP® professional with 18 years of industry experience, currently serving at CHJ Wealth Management. He has held roles at Carlton Hofferkamp & Jenks Wealth Management and Purshe Kaplan Sterling Investments since 2010. Hernandez also works as an insurance agent, assisting clients with term insurance needs. CHJ Wealth Management is a five-advisor team managing approximately $540 million for individuals, trusts, charities, and business entities. The firm provides tailored portfolio management on a discretionary basis, combining fundamental and technical analysis, and emphasizes individualized account-level service.

Active portfolio management Real estate investing Wealth management
user avatar

James C

Series 63, Series 65

The Woodlands, TX

CHJ Wealth Management

James Carlton is a financial advisor at CHJ Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2010. Outside of finance, he is a partner in Fantasyland Records LLC, a music recording business. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm’s five-advisor team manages approximately $540 million across about 286 client relationships, providing individualized, account-level portfolio management with a discretionary approach that combines fundamental and technical analysis.

Active portfolio management Real estate investing Wealth management
user avatar

Matthew C

Series 66

The Woodlands, TX

CHJ Wealth Management

Matthew Clark is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2023 and previously at Buckingham Strategic Wealth, LLC and Invesco. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The five-advisor team manages approximately $540 million across about 286 client relationships, offering individualized portfolio management with a discretionary approach that combines fundamental and technical analysis.

Active portfolio management Real estate investing Wealth management
user avatar

Michael S

Series 65

The Woodlands, TX

CHJ Wealth Management

Michael Smith is a financial advisor at CHJ Wealth Management in The Woodlands, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining CHJ Wealth Management in 2025, he worked at Kinder Morgan and Vinmar International, among other firms. CHJ Wealth Management serves individuals, pension plans, trusts, charities, and business entities with investment management and financial planning. The five-advisor team manages approximately $540 million across about 286 client relationships, focusing on individualized portfolio management with a discretionary, tailored investment approach.

Active portfolio management Real estate investing Wealth management
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