Brandon Christy
Advisor at Christy Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Christy Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Macon, GA 31220
Credentials
PFS™, Series 63, Series 65
Industry experience
21 years
Brandon Christy is a financial advisor with Christy Capital Management, Inc. in Macon, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Christy Capital Management since 2009. In addition to his advisory role, he is individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, with private market investments available for qualifying clients.
Based on Christy Capital Management, Inc.
Based on Christy Capital Management, Inc.
Consulting fees invoiced directly to clients; specific amounts not stated.
Up to 1.8% annually total fee; CCM receives up to 1.5%, subadvisor receives remainder
Insurance commissions from sales of insurance products by licensed insurance agents associated with CCM.
2939 Mc Manus Road
Macon, GA 31220
Georgia · Texas
Christy Capital Management, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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