Overview
Assets Under Management: $295 million
Headquarters: MACON, GA
High-Net-Worth Clients: 52
Average Client Assets: $1 million
Frequently Asked Questions
CHRISTY CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149313), CHRISTY CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CHRISTY CAPITAL MANAGEMENT, INC. is headquartered in MACON, GA.
CHRISTY CAPITAL MANAGEMENT, INC. serves 52 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, CHRISTY CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CHRISTY CAPITAL MANAGEMENT, INC. manages $295 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, CHRISTY CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.35
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,727
Discretionary Accounts: 1,717
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 149313
Filing ID: 1955157
Last Filing Date: 2025-03-19 09:22:00
Website: https://christycapital.com