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CJC Wealth Management

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Client assets under management

$92,059,982

Clients

72

43% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

18

Very Low

Average account size

$1,278,611

About

CJC Wealth Management provides advisory services to individual and high‑net‑worth clients, delivering ongoing portfolio management, tailored financial planning, and the option to direct assets to third‑party managers. The firm operates as a small team and manages roughly $92 million in client assets across about 72 client relationships, offering both discretionary and non‑discretionary services.

CJCWM documents each client’s goals and risk tolerance in an Investment Policy Statement and uses fundamental and quantitative analysis together with modern portfolio theory to construct and monitor long‑term portfolios. The firm may select model strategies offered by third‑party advisers (including Orion Portfolio Solutions) and commits to delivering an initial financial plan within three months followed by annual plan reviews and updates.

CJCWM provides web‑based educational seminars focused on retirement planning and financial literacy, delivered to federal agencies on request and occasionally to clients; these sessions are explicitly educational and do not include investment recommendations. The firm’s planning engagements automatically renew annually and support client payments through third‑party platforms such as AdvicePay, reflecting a structured, plan‑centric service model.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Annuities General retirement planning

Fee options

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually

Subscriptions

Financial planning fees: Initial Planning Fee ranges from $1,500 to $10,000 (one-time), Annual Planning Fee ranges from $1,500 to $10,000 (annual); fees are negotiable.

Main office location

CJC Wealth Management

Olney MD, United States

Number of offices

2

Most active in

District of Columbia · Florida · Georgia · Louisiana · Maryland · Ohio · Texas · Virginia · West Virginia

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

John V

Series 65

Baltimore, MD

CJC Wealth Management

John Voight is a financial advisor at CJC Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at First Financial Group before joining CJC Wealth Management and CJ Campbell & Associates. Outside of his advisory role, he is a licensed insurance agent. CJC Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning, using a combination of fundamental and quantitative analysis alongside modern portfolio theory. The firm offers both discretionary and non-discretionary management, emphasizes client education through seminars and workshops, and manages approximately $92 million in discretionary assets across about 72 client relationships.

Annuities General retirement planning
user avatar

Christopher C

Series 65

Olney, MD

CJC Wealth Management

Christopher Campbell is a Series 65 licensed advisor with CJC Wealth Management in Olney, MD, bringing three years of industry experience. He is the Founder and CEO of both Ace 3 Holdings, LLC, which owns CJC Wealth Management, LLC, and CJ Campbell & Associates, an insurance company. Campbell spends significant time engaged in these business activities. CJC Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative analysis alongside modern portfolio theory. The firm offers tailored investment strategies, discretionary and non-discretionary management, and provides educational seminars focused on retirement planning and financial literacy.

Annuities General retirement planning
user avatar

Joey B

Series 66

Olney, MD

CJC Wealth Management

Joey Banghart is a financial advisor at CJC Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and The Gantt Group. CJC Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm combines fundamental and quantitative analysis with modern portfolio theory and offers both discretionary and non-discretionary management, along with educational seminars focused on retirement planning and financial literacy.

Annuities General retirement planning
user avatar

Chayne R

CFP®, ChFC®, Series 63, Series 66

Olney, MD

CJC Wealth Management

Chayne Riggs is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at CJC Wealth Management. His prior experience includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Co., and Fidelity Investments. In addition to his advisory work, Riggs is a licensed insurance agent. CJC Wealth Management is a four-advisor team serving individual and high-net-worth clients with portfolio management and financial planning services. The firm employs a combination of fundamental and quantitative analysis alongside modern portfolio theory, offering both discretionary and non-discretionary management with regular account reviews.

Annuities General retirement planning
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