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Alexander Pettola

Advisor at Christy Capital Management, Inc. — Macon, GA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Macon, GA 31220

Christy Capital Management, Inc. logo

Christy Capital Management, Inc.

Team

Total advisors

13

Across 3 offices

Clients per advisor

59 Typical

Avg AUM per client

$491,357 Low

HNW client ratio

11% Very Low

About

Alexander Pettola is a financial advisor at Christy Capital Management, Inc. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at Mercer University, Georgia Southern University, and the University of Florida. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services. The firm employs discretionary management through a subadvisor program and offers tailored financial planning, tax and estate planning, and retirement-plan-related services.

Client services

Based on Christy Capital Management, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Christy Capital Management, Inc.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy

Occupation focus

Based on Christy Capital Management, Inc.

Executive Founder/Business Owner

Demographic focus

Based on Christy Capital Management, Inc.

Religious/faith focused

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Fee options

Fixed

Consulting fees invoiced directly to clients; specific amounts not stated.

Percentage

Up to 1.8% annually total fee; CCM receives up to 1.5%, subadvisor receives remainder

Commissions

Insurance commissions from sales of insurance products by licensed insurance agents associated with CCM.

Location

See office

Macon, GA

2939 Mc Manus Road

Macon GA 31220

Advisors at this office

11

Most active in

Georgia

Work history

< 1 year of industry experience

Christy Capital Management, Inc.

2025 - Present • 1 year

Macon, GA

Mercer University

2019 - 2025 • 6 years

Macon, GA

Georgia Southern University

2017 - 2019 • 2 years

Statesboro, GA

University of Florida

2016 - 2017 • 1 year

Gainesville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brantley W

Series 63, Series 65

Macon, GA

Income Focus Advisors LLC

Brantley Whitley is a financial advisor at Income Focus Advisors LLC in Macon, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has held roles at Integrity Advisory Solutions and Signator Financial Services, and has operated as a sole proprietor since 2011. Outside of advisory services, he owns and manages a fixed insurance and annuity sales business. Income Focus Advisors LLC provides discretionary asset management primarily for individuals and high-net-worth clients, managing approximately $12 million across about two dozen accounts. The firm employs a blend of active and passive strategies with a focus on income generation through closed-end funds and systematic risk management.

Active portfolio management Passive / index investing Retirement income strategy
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Britian B

Series 65, Series 66

Macon, GA

Bickley Investments, LLC

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Passive / index investing General retirement planning
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Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Wilson Wealth Stewardship since 2018 and previously spent nine years at Christy Capital Management. Wilson is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship provides advisory and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $58.9 million for about 155 clients, typically implementing portfolios through platform-approved sub-advisers and co-advisors while monitoring performance and offering tailored advice.

College savings (529s, UTMA, etc.)
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Todd G

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation. He has prior experience with Revolt Financial, Cetera ADVISORS LLC, Totus Wealth Management, Capstone Financial/MassMutual, Coldwell Banker Real Estate, and the Houston County Board of Education. J. L. Perkins Wealth Management serves individual investors and retirement plans through a manager-of-managers approach, relying on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among outside managers while also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
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Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
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Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, INC.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Valic Financial Advisors and MetLife Investment Fund Services LLC. Outside of his advisory role, he provides consulting on board governance, profitability, and tax planning for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. (SBG Wealth Management) offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes continuous account supervision and constructs portfolios using charting, fundamental and technical analysis, generally holding individual equities for the long term.

Annuities
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