9AT: CHJ WEALTH MANAGEMENT

CHJ WEALTH MANAGEMENT

CHJ WEALTH MANAGEMENT

BLUEBONNET ADVISORS, LLC

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

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

Reported AUM

600M 514M 429M 343M 257M 171M 86M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

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

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

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

Brochure Summary

Overview

CHJ WEALTH MANAGEMENT

CHJ WEALTH MANAGEMENT

BLUEBONNET ADVISORS, LLC

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC