SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Christopher Weil & Co Inc
San Diego, CA
The Weil Company, CRD 22090
Firm filing updated February 24, 2026 ·
- $896.2MAssets
- 519Clients
- 7Advisory staff
- 1,547Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals261
- Individuals242
- Pension and profit sharing plans7
- Corporations or other businesses5
- Charities4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 242 | $89.1 million |
| High net worth individuals | 261 | $784.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $12.9 million |
| Charitable organizations | 4 | $6.6 million |
| Corporations or other businesses not listed above | 5 | $3.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$896.2 million
- Accounts1,547
- Discretionary$876.9 million · 1,475 accounts
- Non-discretionary$19.4 million · 72 accounts
People
- Employees16
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients1 to 10
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: The Weil Company SEC-registered investment advisor. CRD 22090, SEC file 801-42757.
- Registered with the SEC as an investment advisor (status date on record: November 25, 1992).
Is Christopher Weil & Co Inc a fiduciary?
Short answer: Christopher Weil & Co Inc is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.