CSJ Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$71,370,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
21
48% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$3,398,571
About
The firm is a small, independent advisory practice that manages portfolios for individuals, trusts, estates, charitable organizations, ERISA plans and certain corporate and institutional clients. In addition to discretionary portfolio management and outsourced financial planning, the firm provides advice about private funds and serves as investment manager to a pooled investment vehicle.
For individually managed accounts the firm emphasizes long-term, asset-class diversification implemented primarily with low-cost mutual funds and ETFs, model portfolios, and periodic rebalancing guided by an investment policy statement and third‑party research. For its pooled vehicle and some institutional mandates the firm uses a more active, security‑selection approach that can include individual equities, options, short positions and other hedging techniques.
Distinctive aspects of the firm include its role as sponsor and manager of a private pooled fund and its provision of portfolio management for pooled and institutional clients, arrangements that introduce additional governance and potential conflicts such as incentive allocations and overlapping investor/client relationships. The firm’s principal also maintains outside business activities in legal services and private real estate development, and the firm relies on a third‑party provider for certain financial planning services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Concentrated stock management
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
$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
Main office location
CSJ Wealth Management, LLC
Solana Beach CA, United States
Number of offices
1
Most active in
CSJ Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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