CSJ Wealth Management

What CSJ Wealth Management does

CSJ Wealth Management is a privately held, independent multi-family office and investment advisory firm headquartered in Solana Beach, California. It serves high net worth individuals and families, delivering a bundled service offering that combines customized investment management with multi-generational estate planning, philanthropy planning, income tax strategy, asset protection, family governance, and broader financial coordination. The firm is not bank-affiliated and positions itself as non-product-driven, instead tailoring portfolios and advice to each client's circumstances rather than relying on model allocations.

The firm is operated by a small core team — co-founder and Senior Wealth Advisor Brian Caine, Senior Wealth Advisor and Chief Investment Officer Olivian Pitis (previously lead advisor at Dowling & Yahnke and a former vice president at Dimensional Fund Advisors and Avantis Investors), and Chief of Staff Tammy Temple. Technology infrastructure is minimal: there is no proprietary platform, and client portal access is delivered through the third-party Orion Advisor system. The firm markets itself through a blog featuring market commentary, investment insights, and quarterly market reviews dating from Q1 2017 through Q2 2023, alongside direct, senior-advisor-led client engagement.

CSJ Wealth Management generates revenue through AUM-based advisory fees on wealth management and financial planning engagements, with pricing personalized per client and not publicly disclosed. The go-to-market is high-touch and relationship-driven, targeting HNW households across the United States and coordinating with each client's external legal, tax, and insurance professionals. No funding rounds, acquisitions, subsidiaries, or institutional ownership have been disclosed, and ownership appears to be founder/management-held.

Name

CSJ Wealth Management

Legal name

CSJ Wealth Management

Website

https://csjwealth.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

CSJ Wealth Management is an independent, privately held multi-family office in Solana Beach, California, providing customized investment management, multi-generational estate planning, tax strategy, and family governance services to high net worth individuals and families across the United States.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Wealth management services
• Multi-family office
• Estate planning
• Investment advisory
• Financial planning

Headquarters

HQ city

Solana Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management / Advisory Fees: Fee-based wealth management services for high net worth clients including investment management, financial planning, estate planning, tax strategies, and philanthropy planning. Revenue is derived from advisory fees commensurate with assets under management and service complexity.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

CSJ Wealth Management provides fee-based Multi-Family Office and Investment Services to high net worth individuals and families. The core offering bundles customized investment management with multi-generational estate planning, philanthropy planning, income tax strategies, asset protection, and family governance, coordinated with the client's legal, tax, and insurance professionals.

Product overview

CSJ Wealth Management operates as a Multi-Family Office providing integrated wealth management services. The core offering is Multi-Family Office and Investment Services, supplemented by specialized modules including Financial Analysis & Multi-Generations Estate Planning, Philanthropy Planning & Implementation, Income Tax Strategies, Asset Protection & Risk Management, Investment Management, and Family Governance & Education. The firm also publishes Quarterly Market Reviews as a client communication resource. Services are customized to individual client needs and coordinated with legal, tax, and financial professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-Family Office and Investment Services Core wealth management offering providing comprehensive financial planning and investment management services for high net worth individuals and families, coordinated with legal, tax, and financial professionals.
• Financial Analysis and Multi-Generations Estate Planning Estate planning service focused on coordinating with legal, tax, and financial professionals to preserve, manage, and distribute assets across generations for high net worth families.
• Philanthropy Planning and Implementation Charitable giving planning service that helps high net worth clients identify causes aligned with their values and coordinates with tax and estate planning professionals to implement giving strategies.
• Income Tax Strategies Tax planning service that considers income tax consequences in estate planning to help clients avoid unintended tax outcomes, coordinated with legal and tax experts.
• Asset Protection and Risk Management Service focused on protecting accumulated wealth through coordination with key professionals to ensure proper planning and that estate planning documents match client intentions.
• Investment Management Customized investment management relationships tailored to individual high net worth client needs, delivered by an independent, non-bank-affiliated, non-product-driven firm.
• Family Governance and Education Service that develops processes and structures to educate and facilitate communication and decision-making between family members across generations and engage the younger generation.
• Quarterly Market Reviews Quarterly publication providing world capital market performance analysis, global market reviews, and investment commentary delivered to clients.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• TKF FoundationminorGTM or Marketing Partner · 3 October 2015CSJ Capital (CSJ Wealth Management) was honored to be a lead sponsor for the TKF Foundation's 20th Anniversary Gala held at Rancho Santa Fe Golf Club. TKF Foundation was founded by Azim Khamisa following the tragic murder of his son Tariq, with the mission of transforming lives to eradicate violence among youth and promote safety in schools. The firm served as a lead sponsor, demonstrating community engagement and philanthropy alignment.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Mercer Advisors: National RIA and multi-family office platform offering investment management, estate, tax, and family-office services to HNW clients. Direct competitor in the multi-family office segment but at much larger scale through acquisitions.
• Hightower Advisors: Large RIA partnership platform serving HNW and UHNW clients with comprehensive wealth management, including estate, investment, and family-office capabilities. Comparable service model and target client, but at significantly greater scale.
• Edelman Financial Engines: Large national RIA offering investment management, financial planning, and estate services to a broad wealth spectrum including HNW clients. Comparable service categories but at mass-affluent scale with significant technology infrastructure.
• Carson Group: Large RIA and wealth management platform offering investment advisory, estate planning, and financial coaching to HNW households. Comparable in serving HNW families with holistic wealth services, though much larger and tech-enabled.

Direct peers

• Ronald Blue & Co: Independent RIA offering fee-only financial planning, investment management, and estate planning to HNW clients with a multi-family office service model. Comparable independent structure and comprehensive wealth services for HNW families.
• Aspiriant: Large independent, fee-only RIA with offices in California and other major metros, serving HNW and UHNW clients with holistic wealth management including estate planning, tax, and investment services. Direct peer given similar independent, comprehensive, multi-advisor model.
• Dowling & Yahnke: Independent, fee-only RIA based in San Diego serving high net worth individuals and families with comprehensive wealth management, investment management, and estate planning. Highly comparable as CSJ's CIO Olivian Pitis was previously a lead advisor there, and both firms target the same Southern California HNW segment.
• Winthrop Wealth: Multi-family office serving HNW individuals and families with comprehensive wealth management, estate, tax, and concierge services. Directly comparable in multi-family office positioning and high-touch service model.
• Beacon Pointe Advisors: California-headquartered independent RIA serving HNW families with personalized wealth management, estate planning, and multi-family office services. Comparable independent model and California footprint with holistic service offering.
• Signature Estate & Investment Advisors (SEIA): California-based independent RIA offering wealth management, estate planning, and multi-family office services to HNW individuals and families. Directly comparable in geography, target client, and comprehensive service offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CSJ Wealth Management