9AT: CHJ WEALTH MANAGEMENT

Adviser Profile

As of Date	03/24/2026
Registration	SEC, Approved, 07/28/2010
ADV Location	THE WOODLANDS, TX, United States
Contact Info	281 xxxxxxx
Websites

AUM^*	600,211,084 11%
of that, discretionary	600,211,084 11%
Number of Employees	6
of those in investment advisory functions	5
Private Fund GAV^*	0
Avg Account Size	862,372 9%
% High Net Worth	40.13% 7%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ATHENA INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM342.1m	#Funds-
Adviser CAISSA WEALTH STRATEGIES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM297.0m	#Funds-
Adviser CFM WEALTH PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM885.8m	#Funds-
Adviser THE HERBST GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM204.8m	#Funds-
Adviser PETREDIS INVESTMENT ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.7b	#Funds-
Adviser AWM CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.5m	Securitized Asset Fund-	Venture Capital Fund107.3m	Other Fund256.3k	Total Private Fund GAV216.4m	AUM1.5b	#Funds12
Adviser FINANCIAL DECISIONS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM327.7m	#Funds-
Adviser CYNDEO WEALTH PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund39.0m	Total Private Fund GAV39.0m	AUM3.2b	#Funds1
Adviser MOSAIC WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser BAKER ELLIS ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-

Brochure Summary

Overview

THE COMPANY Carlton Hofferkamp & Jenks Wealth Management, LLC (“CHJ”) is an investment advisory firm that provides investment management, financial planning, estate planning and retirement income planning to its clients on a fee basis. The firm was established on 8/26/2010 with James C. Carlton as the majority owner and managing Director. CHJ’s investment management services are tailored for each client and each individual account. Each account receives individual attention on the recommended asset mix, the securities chosen within that mix, and the overall management of the account. We do not have any pooled accounts. We primarily manage our accounts on a discretionary basis, in which we make the decisions on what investments to buy and what to sell, and when to buy or sell. However, clients have the ability to direct us to buy a certain investment, and also the ability to request that we do not buy a certain investment. We can set up accounts that are not managed on a discretionary basis, but that is not our primary way of doing business. We do not limit our advice with respect to limited types of investments. We utilize the brokerage and clearing services from the following

“Custodian”: Charles Schwab & Co., Inc. (“Schwab”). Two CHJ employees who are registered representatives have the ability to offer securities brokerage and insurance products through Purshe Kaplan Sterling, Inc. (“PKS), an SEC registered broker-dealer and member of FINRA. They may receive additional commissions and compensation as a result of securities and insurance transactions. CHJ does not receive any portion of these commissions. A conflict of interest may exist if the registered representatives receive commissions and compensation based on their recommendation on an investment product. WRAP FEE PROGRAMS CHJ does not participate in wrap fee 1 programs. ASSETS UNDER MANAGEMENT Assets under management as of 12/31/2023: Discretionary: $ 502,118,628 .00 Non-Discretionary: $ 0.00 1 A “wrap” fee program is an advisory program under which speciﬁed fees not based directly upon transactions in a client’s account are charged for investment advisory services and the execution of client transactions. P a g e | 5

CHJ WEALTH MANAGEMENT

CHJ WEALTH MANAGEMENT

BLUEBONNET ADVISORS, LLC

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CHJ WEALTH MANAGEMENT CHJ WEALTH MANAGEMENT BLUEBONNET ADVISORS, LLC CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CHJ WEALTH MANAGEMENT

CHJ WEALTH MANAGEMENT

BLUEBONNET ADVISORS, LLC

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC