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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHJ WEALTH MANAGEMENT

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC, CRD 154238

THE WOODLANDS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1dd5475-d4fb-59d4-cdc8-022445f67539

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2012 to Mar 24, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $600MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $600M
Private client RAUM: $600MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $150Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 696
Individual clients: 185
High net worth clients: 124
Custody, client assets: $94.0M
SEC number: 801-71684
CRD: 154238
Filings on the tape: 34
First filed: Mar 21, 2012
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, TX
Website: chjwealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES CLARK CARLTON	n/a	THE WOODLANDS, TX	16	31	2	no
HUNTER A. HERNANDEZ	Certified Financial Planner	THE WOODLANDS, TX	4	18	1	yes
MATTHEW L CLARK	n/a	THE WOODLANDS, TX	1	11	2	no
Michael West Smith	n/a	THE WOODLANDS, TX	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARLTON, JAMES, CLARK	MANAGING DIRECTOR	C	yes	08/2010	Mar 21, 2012	Dec 19, 2024
Bredl, Erich, E.	Owner	B	no	06/2021	Jul 15, 2021	Dec 19, 2024
CHARLES B TUBBS MARITAL TRUST	Owner	B	no	06/2021	Jul 15, 2021	Dec 19, 2024
EBRECHT EQUITY PARTNERSHIP LP	Owner	A	no	06/2021	Jul 15, 2021	Dec 19, 2024
Ebrecht, Daryn	Owner	C	no	06/2021	Jul 15, 2021	Dec 19, 2024
Ebrecht, Robin	Owner	C	no	06/2021	Jul 15, 2021	Dec 19, 2024
SINITIERE, JOHN, EDWARD	CHIEF COMPLIANCE OFFICER	Na	no	11/2018	Mar 21, 2012	Dec 19, 2024
TDR HAMIL FAMILY LTD	Owner	A	no	06/2021	Jul 15, 2021	Dec 19, 2024
Tubbs, Patricia	Owner	B	no	06/2021	Jul 15, 2021	Dec 19, 2024
Tubbs, Patricia	Trustee	E	no	06/2021	Jul 15, 2021	Dec 19, 2024
Yates, Claire, C	Owner	A	no	04/2024	May 6, 2024	Dec 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$600M	$600M	6	5	0	n/a	n/a
2024	Mar 11, 2025	$540M	$540M	4	3	0	n/a	n/a
2023	Mar 4, 2024	$502M	$502M	5	4	0	n/a	n/a
2022	Mar 2, 2023	$459M	$459M	5	4	0	n/a	n/a
2021	Mar 15, 2022	$463M	$463M	4	3	0	n/a	n/a
2020	Mar 10, 2021	$397M	$397M	4	3	0	n/a	n/a
2019	Mar 6, 2020	$364M	$364M	4	3	0	n/a	n/a
2018	Feb 8, 2019	$311M	$311M	4	3	0	n/a	n/a
2017	Mar 20, 2018	$299M	$296M	5	3	0	n/a	n/a
2016	Mar 27, 2017	$292M	$289M	6	2	n/a	n/a	n/a
2015	Feb 9, 2016	$261M	$258M	6	2	n/a	n/a	n/a
2014	Mar 26, 2015	$256M	$248M	5	2	n/a	n/a	n/a
2013	Mar 5, 2014	$218M	$218M	5	2	n/a	n/a	n/a
2012	Mar 8, 2013	$189M	$188M	5	2	n/a	n/a	n/a
2011	Mar 21, 2012	$145M	$145M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$600M	$540M	11.1%	$459M	9.4%	6	4	0	0

Relationships

Registered with (5)

← Michael West SmithAdvisorregistration: current employment
Jul 31, 2025 to presentfactForm ADV
← MATTHEW L CLARKAdvisorregistration: current employment
May 13, 2025 to presentfactForm ADV
← HUNTER A. HERNANDEZAdvisorregistration: current employment
Jun 7, 2022 to presentfactForm ADV
← JAMES CLARK CARLTONAdvisorregistration: current employment
Aug 20, 2010 to presentfactForm ADV
← SCOTT MICHAEL HOFFERKAMPAdvisorregistration: previous registration
Aug 20, 2010 to Nov 27, 2024factForm ADV

Controls (1)

← CARLTON, JAMES, CLARKOwnerMANAGING DIRECTOR, ownership code C, individual
Mar 21, 2012 to Dec 19, 2024factForm ADV

Owns (9)

← SINITIERE, JOHN, EDWARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2012 to Dec 19, 2024factForm ADV
← Bredl, Erich, E.OwnerOWNER, ownership code B, individual
Jul 15, 2021 to Dec 19, 2024factForm ADV
← Ebrecht, DarynOwnerOWNER, ownership code C, individual
Jul 15, 2021 to Dec 19, 2024factForm ADV
← Ebrecht, RobinOwnerOWNER, ownership code C, individual
Jul 15, 2021 to Dec 19, 2024factForm ADV
← Tubbs, PatriciaOwnerTRUSTEE, ownership code E, individual
Jul 15, 2021 to Dec 19, 2024factForm ADV
← Yates, Claire, COwnerOWNER, ownership code A, individual
May 6, 2024 to Dec 19, 2024factForm ADV
← CHARLES B TUBBS MARITAL TRUSTOwnerOWNER, ownership code B, domestic entity
Jul 15, 2021 to Dec 19, 2024factForm ADV
← EBRECHT EQUITY PARTNERSHIP LPOwnerOWNER, ownership code A, domestic entity
Jul 15, 2021 to Dec 19, 2024factForm ADV
← TDR HAMIL FAMILY LTDOwnerOWNER, ownership code A, domestic entity
Jul 15, 2021 to Dec 19, 2024factForm ADV

Dated events

Occurred
Nov 27, 2024
Advisor changed firm
Scott Michael Hofferkamp left Chj Wealth Management for 72Capital, Llc (registered 2025-07-09)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f1dd5475-d4fb-59d4-cdc8-022445f67539
First observed: Mar 21, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHJ WEALTH MANAGEMENT

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC, CRD 154238

THE WOODLANDS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1dd5475-d4fb-59d4-cdc8-022445f67539

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES CLARK CARLTON

n/a

THE WOODLANDS, TX

HUNTER A. HERNANDEZ

Certified Financial Planner

THE WOODLANDS, TX

yes

MATTHEW L CLARK

n/a

THE WOODLANDS, TX

Michael West Smith

n/a

THE WOODLANDS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARLTON, JAMES, CLARK

MANAGING DIRECTOR

yes

08/2010

Mar 21, 2012

Dec 19, 2024

Bredl, Erich, E.

Owner

06/2021

Jul 15, 2021

Dec 19, 2024

CHARLES B TUBBS MARITAL TRUST

Owner

06/2021

Jul 15, 2021

Dec 19, 2024

EBRECHT EQUITY PARTNERSHIP LP

Owner

06/2021

Jul 15, 2021

Dec 19, 2024

Ebrecht, Daryn

Owner

06/2021

Jul 15, 2021

Dec 19, 2024

Ebrecht, Robin

Owner

06/2021

Jul 15, 2021

Dec 19, 2024

SINITIERE, JOHN, EDWARD

CHIEF COMPLIANCE OFFICER

11/2018

Mar 21, 2012

Dec 19, 2024

TDR HAMIL FAMILY LTD

Owner

06/2021

Jul 15, 2021

Dec 19, 2024

Tubbs, Patricia

Owner

06/2021

Jul 15, 2021

Dec 19, 2024

Tubbs, Patricia

Trustee

06/2021

Jul 15, 2021

Dec 19, 2024

Yates, Claire, C

Owner

04/2024

May 6, 2024

Dec 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$600M

n/a

2024

Mar 11, 2025

$540M

n/a

2023

Mar 4, 2024

$502M

n/a

2022

Mar 2, 2023

$459M

n/a

2021

Mar 15, 2022

$463M

n/a

2020

Mar 10, 2021

$397M

n/a

2019

Mar 6, 2020

$364M

n/a

2018

Feb 8, 2019

$311M

n/a

2017

Mar 20, 2018

$299M

$296M

n/a

2016

Mar 27, 2017

$292M

$289M

n/a

2015

Feb 9, 2016

$261M

$258M

n/a

2014

Mar 26, 2015

$256M

$248M

n/a

2013

Mar 5, 2014

$218M

n/a

2012

Mar 8, 2013

$189M

$188M

n/a

2011

Mar 21, 2012

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$600M

$540M

11.1%

$459M

9.4%