CHRISTOPHER WEIL & CO INC

Legal name: THE WEIL COMPANY

CRD 22090File 801-42757

APPROVED

Retail clients

Custody

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$896.2M

Above cohort median (national)

Discretionary AUM

$876.9M

Non-discretionary $19.4M

Clients

519

1,547 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Nov 25, 1992
Principal office: 11236 EL CAMINO REAL, SUITE 200, SAN DIEGO, CA, 92130
Phone: 858-724-6040
Website: HTTP://WWW.CWEIL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $896.2M
Discretionary AUM: $876.9M
Non-discretionary AUM: $19.4M
Discretionary accounts: 1,475
Non-discretionary accounts: 72
Total accounts: 1,547
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$3.0M
Charitable organizations	4	$6.6M
High net worth individuals	261	$784.7M
Pension and profit sharing plans	7	$12.9M
Individuals (other than high net worth individuals)	242	$89.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.