Rchristianfinancial Consultants, LLC "The Clients Fiduciary"
Firm details
- Headquarters
- ,
- CRD number
- 154081
- Website
- www.rchristianfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals85.54%
- Pension & Profit Sharing Plans14.46%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rchristianfinancial Consultants, LLC operates as a small, privately held advisory and insurance practice that serves both individuals/families and some institutional clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, along with selection-of-other-advisers services. Insurance brokerage is an explicit part of the business activities, and the firm uses a mix of fee arrangements (percentage of AUM, hourly, subscription, fixed fees and other structures). The adviser is not positioned as an active ESG investor. The firm is structured as a limited liability company and is owned by an individual. Its regulatory classification is listed as unclassified. The practice appears oriented toward customized client relationships rather than scale-based model delivery.
Assets & Accounts
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
- Cash & Cash Equivalents75%
- Exchange Traded Equities25%
Owners & executives
1 of 1Soon Christian
Chief Executive OfficerCRD 6473749
Contacts
1 of 1Randall Christian
Retirement Income Certified ProfessionalCRD 1293153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
New Observer Capital Management, LLC
RIAHathaway Advisory
RIAArlington, MA
Strasburg Asset Management Company LLC
RIAPico Associates
RIAOakland, CA
Tuliptree Advisors
RIABozeman, L.L.C.
RIASpokane, WA