SAN DIEGO, CACRD 22090Latest ADV February 24, 2026
Christopher Weil & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 24, 2026, reports $896M in regulatory assets under management, 16 employees, and 1,547 accounts.
Assets Under Management
$896M
Employees
16
Offices
--
Total Clients
519
Primary office
SAN DIEGO, CA
11236 EL CAMINO REAL, SUITE 200, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.3% of total clients.
Top client categories% of clientsClients
1
HNWI
50.3%
261
2
Individuals
46.6%
242
3
Pension Plans
1.3%
7
4
Corporations
1.0%
5
5
Charitable
0.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$896Mas of February 24, 2026
Discretionary97.8%
$877M
98% of total RAUM97.8%
Non-discretionary2.2%
$19M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$896M
Total Accounts1,547
10Y AUM Change+$327M (+57.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee32:1
10Y Employee Change-9 (-36.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.