A complete list of active advisors currently associated with Christ Capital Advisors

Warmer can help you find a great advisor at Christ Capital Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Christ Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Leyland Lindie Jr. profile photo Leyland Lindie Jr.
Troy, MI
6
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