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- Custodian
- Fidelity/NFS ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 02-20-2009
- Office Locations
- 1
Office Locations
About Christy Capital Management, Inc.
Christy Capital Management is a Macon, GA-based RIA providing Christian, values-based retirement planning and investment management for individuals and business owners. As fiduciaries, the team builds and monitors portfolios using asset allocation across ETFs and public funds, with fixed income and other diversifiers as needed, and complements this with tax, legacy, and insurance planning. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON SCOTT CHRISTY
Owner, President
- CRD
- #3269877
- Ownership
- 75% or more
THOMAS MELVIN NEESMITH JR
--
- CRD
- #6361750
- Ownership
- 10% but less than 25%
Pathway element
Radial matrix radial
- CRD
- #89996
- Ownership
- 38.4%
Showing 2 of 3 owners & executives
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Seth Christy
--
- CRD
- #8262427
Hampton Dillard
--
- CRD
- #7554817
Focus legacy
Matrix element
- CRD
- #62773
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $372,918,360 | $204,563 |
| Non-Discretionary | $3,380,271 | $281,689 |
| Total | $376,298,631 | $205,067 |
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Separately Managed Accounts
Total SMA Asset: $376,298,631
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $872,783,639 | 30.7% |
| Public Funds | $1,185,507,418 | 41.7% |
| Cash | $784,652,392 | 27.6% |
| Total | $2,842,943,449 | 100.0% |