CRD: 165811
Christian Financial Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-19-2012
- Office Locations
- 2
Office Locations
About Christian Financial Advisors
Christian Financial Advisors (Christian Investment Advisors, Inc.) is an SEC-registered RIA offering nationwide, ongoing Biblically responsible investment management and financial planning, including retirement planning, estate coordination, and planned giving. Portfolios are tailored to clients’ Christian values, objectives, and risk tolerance, and the firm hosts the recurring “Christian Financial Perspectives” podcast.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT NEIL BARBER
Financial Advisor, General Partner, Owner
- CRD
- #2279678
- Ownership
- 75% or more
SHAWN ROSS PETERS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5502853
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MATTHEW EDWIN BARROVECCHIO
Wealth Advisor
- CRD
- #4786461
Teresa Rose Joelson
Investment Advisor
- CRD
- #6692942
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,723,686 | $233,181 |
| Non-Discretionary | $0 | -- |
| Total | $218,723,686 | $233,181 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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