Christ Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Christ Capital Advisors LLC offers discretionary portfolio management, financial planning, and qualified retirement-plan advisory services. The brochure states the firm serves individuals (including high‑net‑worth clients), corporations and other businesses, and provides ERISA plan consulting in certain cases, with the option to engage third‑party managers.
The firm describes a multi‑strategy investment approach focused on long‑term asymmetric appreciation, uncorrelated returns, and capital preservation, implemented through model allocations that primarily use ETFs and other ETPs. It also discloses use of a direct‑indexing arrangement with Orion Portfolio Solutions (OPS) and ongoing tax‑loss harvesting and periodic rebalancing as part of its portfolio management services.
Although the firm commenced operations in June 2026 and reported no assets under management in the brochure, it discloses several features that are atypical for a firm of this profile: explicit ERISA qualified‑plan advisory services, a formal direct‑indexing agreement with OPS that emphasizes tax efficiency, and supervised persons separately licensed to recommend and sell insurance products. The brochure further notes reliance on institutional custodial relationships that provide educational conferences and other Schwab support services and a practice of recommending outside managers rather than operating private funds.
Client services
Expertise
Fee options
1.00% - 2.00% annually (negotiable based on account size and complexity)
Fee-only: Investment management fees are charged on a percentage of assets under management and are negotiable between 1.00% and 2.00% annually, paid monthly in advance.
Main office
Bloomfield Hills MI, United States
Most active in
Michigan
Also doing business as
Christ Capital Advisors · Christ Capital Advisors LLC · Christ Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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