CHRISTY CAPITAL MANAGEMENT, INC.

Overview

Christy Capital Management, Inc. is an independent registered investment adviser formed in 2018 and operated as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional accounts, and positions itself as a capital allocator—sourcing third‑party managers and alternative strategies in addition to running client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The firm also acts as an insurance broker, which supports its use of annuities and other insurance‑linked products within planning and portfolio construction. Investment preferences skew toward liquid equity exposures; the firm reports a clear equity bias and heavy use of exchange‑traded instruments. Fee arrangements vary by client and engagement and include percentage‑of‑AUM, fixed fees, and commission‑based structures. Christy Capital Management, Inc. does not self‑identify as an active ESG investor in its filings.

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Public Holdings

Investments & Alternatives

Location & Offices