Data / Investment advisers / California / Christopher Weil & Co Inc
Christopher Weil & Co Inc, San Diego, CA: $896 million AUM, SEC registered investment adviser
Christopher Weil & Co Inc is an SEC registered investment adviser with its main office in San Diego, California and reports $896 million in regulatory assets under management in its Form ADV filed February 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 22090
- SEC file number
- 801-42757
- SEC status
- Approved, effective November 25, 1992
- Legal name
- The Weil Company
- Main office
- 11236 El Camino Real Suite 200, San Diego, CA 92130
- Phone
- (858) 724-6040
- Website
- cweil.com
- Regulatory AUM
- $896,242,185 in the Form ADV filed February 24, 2026
- Discretionary AUM
- $876,875,388
- Non discretionary AUM
- $19,366,797
- Accounts
- 1,547
- Employees
- 16, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 261 | $784.7 million |
| Individuals (other than high net worth individuals) | 242 | $89.1 million |
| Pension and profit sharing plans | 7 | $12.9 million |
| Charitable organizations | 4 | $6.6 million |
| Corporations or other businesses | 5 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $896.2 million | December 24, 2025 |
| December 1, 2025 | $823.6 million | May 6, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Denali Advisors, LLC | San Diego | $1.39 billion | 1 | adviserinfo.sec.gov |
| Cascade Financial Partners, LLC | San Diego | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Seaside Equity Partners | San Diego | $1.37 billion | 9 | adviserinfo.sec.gov |
| Centura Wealth Advisory | San Diego | $1.20 billion | Not listed | adviserinfo.sec.gov |
| Castle Creek Capital | San Diego | $1.14 billion | 9 | adviserinfo.sec.gov |
| Financial Sense Advisors, Inc. | San Diego | $835.6 million | Not listed | adviserinfo.sec.gov |
| Creative Capital Management Investments LLC | San Diego | $780.4 million | Not listed | adviserinfo.sec.gov |
| Wilsey Asset Management Incorporated | San Diego | $768.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Christopher Weil & Co Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.