$35.8M Total AUM
$35.8M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- EmberVector atlas
- Established Date
- 02-24-2009
- Office Locations
- 1
Office Locations
-- Macungie PA
About Christman Financial Advisors LLC
Christman Financial Advisors LLC is a Pennsylvania-based, fee-only RIA providing holistic financial planning, investment advice, and wealth management for families and individuals seeking a long-term advisory relationship. The firm emphasizes objective, fiduciary guidance and coordinated planning across a client’s full financial picture, paired with disciplined portfolio management that is heavily ETF-based alongside public funds.
Team overview
57 AVG AGE
$35.8M AVG AUM / ADVISOR
$426.1K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Delta Bridge fusion
Custodian
Frontier horizon North Delta timber Legacy
Investment Themes
Timber Foundation Quantum
Investment Vehicles
Pioneer
Services
Ember Momentum pioneer Element matrix Capital Optima element Crest Vector North
Technology
Fusion Vertex
Owner & Executives
L
LEWIS K CHRISTMAN III
President
- CRD
- #5419680
- Ownership
- 75% or more
(537) 405-3568
wave.peak@insightcapital.com
in linkedin.com/in/meridian-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,793,479 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,793,479 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,793,479
Equity - Exchange:
66.1% Public Funds:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,544,965,353 | 66.1% |
| Public Funds | $2,843,787,072 | 33.9% |
| Total | $8,388,752,425 | 100.0% |