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, SEC-registered advisory firm that began registration in 2021 and is owned by an individual. It focuses on serving individuals and families, delivering financial planning and portfolio management for individual clients and small businesses. Its fee structure combines assets-under-management fees with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is reported not to be a multi-state adviser.
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%
Contacts
3 of 5
Donald VandeVanter
Wealth AdvisorCRD 7633965
Matthew Barrovecchio
Wealth AdvisorCRD 4786461
Shawn Peters
Wealth AdvisorCRD 5502853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$169M in ETFs
79%
$134M
21%
$34.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $34.5M | 373,981 | 20.42% |
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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