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National Christian Financial Advisors, INC

National Christian Financial Advisors, INC. CRD 154794

National Christian Financial Advisors, INC logo

CRD: 154794

National Christian Financial Advisors, INC

Douglasville, GA
7704506090
www.ncfainc.org
$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
148 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Betterment · Interactive Brokers · Nationwide · Tiaa
Clients
Retail
Platforms
Element pioneerFocus foundation +more
Established Date
01-01-2011
Office Locations
1

Office Locations

-- Douglasville GA

About National Christian Financial Advisors, INC

National Christian Financial Advisors (NCFA) is a fee-only RIA providing faith-aligned, values-based portfolio management and financial education, with a focus on delivering tailored investment advice inside employer-sponsored retirement plans. The firm builds Judeo-Christian and Shariah-compliant strategies using its Ethico-Economics framework, emphasizing transparent risk management and asset allocation, typically implemented with ETFs.

Team overview

-- AVG AGE
$8.3M AVG AUM / ADVISOR
$56.3K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Accredited Investors

Optima

Asset Classes

Horizon eagle Alpha insight Alpha Glacier crest Insight bridge Radial frontier Value Legacy Zenith matrix Zenith vertex

Client Personas

Glacier vector Signal matrix

Custodian

Vector foundation Capital signal Meridian Insight Timber ridge Focus North capital Frontier Frontier Atlas Oak oak Quantum Unison Foundation Unison focus Capital peak Value Optima Catalyst Momentum Crest capital Insight unison Focus vital Unison

Fund Managers

Alpha crest Optima eagle

Investment Themes

Insight unison Alpha Frontier Focus capital Summit Radial Alpha delta

Investment Vehicles

Ember crest Timber crest

Services

Vertex Eagle Focus Signal catalyst Pathway Horizon Bridge Wave Optima North Bridge prime

Technology

Vertex Value catalyst Fusion Glacier summit Unison

Owner & Executives

B

BEVERLY J WEBB

Owner

CRD
--
Ownership
50% but less than 75%
(554) 445-4099
signal.value@primecapital.com
in linkedin.com/in/peak-signal
R

RAYNELL JEANNINE WEBB

Owner, Portfolio Manager

CRD
--
Ownership
25% but less than 50%
(905) 643-8401
signal.ember@focuscapital.com
in linkedin.com/in/vector-capital
S

Signal pathway

Vertex ember summit

CRD
#31941
Ownership
33.7%
(520) 986-6677
beacon.vector@alphacapital.com
in linkedin.com/in/pioneer-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2012
11-13-2013
Category Assets AVG. Account size
Discretionary $8,327,827 $150,000
Non-Discretionary $0 $33,333
Total $8,327,827 $111,111

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Separately Managed Accounts

Total SMA Asset: $8,327,827

$8.3M Total SMA
Equity - Exchange:
60.7%
Cash:
39.3%
Asset class Assets Assets %
Equity - Exchange $4,238,206,395 60.7%
Cash $2,744,011,718 39.3%
Total $6,982,218,113 100.0%

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