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 registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2021 and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly and fixed-fee engagements. The firm is not designated as a capital allocator, does not describe itself as an active ESG investor, and is not identified as a pension consultant or related 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 5Donald 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
$158M in ETFs
79%
$125M
21%
$32.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $32.4M | 345,997 | 20.52% |
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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