David Sopchik
CJW Capital · Chicago, Illinois
David Sopchik is a fee-only financial advisor at CJW Capital in Chicago, Illinois. David focuses on sustainable & impact investing. CJW Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CJW Capital |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $80.7M across 424 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7211648 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cjwcapital.com |
How David's firm compares
- CJW Capital's average account is about $190,000, from its Form ADV (assets managed divided by 424 accounts).
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Questions about David
Is David Sopchik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and CJW Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, CJW Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Sopchik based?
David Sopchik is based in Chicago, Illinois.
What does David specialize in?
David's specialties include sustainable & impact investing.
Is David Sopchik registered with the SEC?
Yes. David Sopchik is registered as an investment adviser representative in IL (CRD 7211648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CJW Capital manage?
CJW Capital reports $80.7M across 424 accounts in assets under management.
How do I contact David Sopchik?
Through David's website, www.cjwcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CJW Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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