Christian Financial Advisors
Firm details
- Headquarters
- New Braunfels, Texas
- CRD number
- 165811
- Registered since
- February 10, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.58%
- HNWI47.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Christian Financial Advisors is an independent, corporation-structured registered investment advisor focused on individual and family clients. The firm is registered with the SEC (registered in 2021) and is owned by an individual. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Client billing is flexible: percentage of AUM, hourly fees, and fixed-fee engagements are used. The firm does not position itself as an active ESG investor and is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities33%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$162M in ETFs
72%
$117M
28%
$45.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $44.8M | 515,095 | 27.68% |
Location
New Braunfels, TX
Comal
Location
New Braunfels, TX
Headquartered in New Braunfels, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Comal
- Address
- 130 Riv Chase Way
- Time zone
- CT (UTC-6)
- Office locations
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