CJ
Christopher J. Hodel
State-registered
Wealth Manager · Boutique (under $100M)
CRD 116881
·
☆ Save with Pro
ADV data as of Aug 17, 2026
- Regulatory AUM
- $34.0M
- Discretionary
- $34.0M
- Clients
- 21
- Avg AUM / client
- $1.6M
- Accounts
- 21
- Employees
- 1
AUM over time
$34.0M
$34.0M
Apr 8, 2025
Aug 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $9.0M | 26.5% |
| High net worth individuals | 9 | $25.0M | 73.5% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2025 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 17, 2026.
View current Form ADV (SEC/IAPD) ↗