Christy Capital Management, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$376M

Discretionary

$373M

99% of AUM

Avg account

$205K

Accounts

1,835

Employees

22

Advisory reps

13

Firm details

Headquarters: Macon, Georgia
CRD number: 149313
Registered since: May 23, 2018
Website: christycapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: Individuals61.36%
HNWI38.53%
Pension & Profit Sharing Plans0.11%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Christy Capital Management, Inc. is an independent, SEC-registered registered investment adviser established in 2018 and owned by an individual principal. The firm acts as a capital allocator for both individual and family clients and institutional accounts, combining portfolio management, financial planning, adviser selection, and educational programming. It also operates as an insurance broker and charges a mix of percentage-of-AUM fees, fixed fees, and commissions. Christy Capital is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
Public Funds/Mutual Funds30%
Cash & Cash Equivalents5%

Owners & executives

1 of 1

Abby Puckett
Chief Compliance OfficerCRD 7010466

Contacts

3 of 12

Thomas Neesmith
Executive Vice President of OperationsCRD 6361750
Brandon Christy
PresidentCRD 3269877
Michelle Dykes
Financial PlannerCRD 7255642

Unlock 9 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Macon, GA

Bibb

Location

Macon, GA

Headquartered in Macon, GA, anchoring the Macon-Bibb County--Warner Robins, GA metro in the South.

Metro area: Macon-Bibb County--Warner Robins, GA
Region: South
County: Bibb
Address: 2939 Mc Manus Rd
Time zone: ET (UTC-5)
Office locations

Similar firms

CFS Wealth Management

Macon, GA

AUM $189MTEAM 3REPS 3

J. L. Perkins Wealth Management, LLC

Macon, GA

AUM $142MTEAM 8REPS 3

Wilson Wealth Stewardship

Macon, GA

AUM $58.9MTEAM 4REPS 2

Beall Financial Planning, Inc.

Macon, GA

AUM $23MTEAM 2REPS 2

Solomon Investments & Financial Planning, LLC

Macon, GA

AUM $4MTEAM 1REPS 2

Bickley Investments, LLC

Macon, GA

AUM $447TEAM 1REPS 1

More RIAs in Macon →All Georgia RIAs →