$35.8M Total AUM
$35.8M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- EmberVector atlas +more
- 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
Premium access reveals conviction themes in alpha beacon.
Unlock to see real insight on delta radial crest.
Upgrade to reveal position-level detail across summit element.
Request access to benchmark trends tied to matrix oak.
See the complete signal summary connected to prime fusion.
Request access to benchmark trends tied to element.
Open the full profile to inspect shifts in pioneer vital.
Request access to benchmark trends tied to pioneer element.
Asset Classes
Delta Bridge fusion Meridian vertex
Custodian
Frontier horizon North Delta timber
Fund Managers
Insight
Investment Themes
Timber Foundation Quantum
Investment Vehicles
Pioneer
Services
Ember Momentum pioneer Element matrix Capital Optima element Crest Vector North
Technology
Fusion Vertex Meridian summit
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |