CHRISTY CAPITAL MANAGEMENT, INC.
SEC RegisteredTake the mystery out of your retirement
About the firm
Christy Capital is a fiduciary financial advisory firm that helps clients navigate retirement with guidance, confidence, and purpose. Since 2005, they have helped thousands of people convert retirement savings into retirement income and plan for a meaningful future. They operate as a Christian financial advisory practice focused on aligning wealth with clients' deepest values.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Strategies, Investment Advice, Tax Management, Estate & Charitable Planning, Insurance/Annuity Products, and Financial Education.
Who they serve
People preparing for or entering retirement who seek guidance, confidence, and purpose in their next chapter of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 679 | $231M |
| High Net Worth Individuals | 86 | $145M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $411k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
89 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHRISTY CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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