Christian Values Investing, Inc.

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Client assets under management

$32,608,021

Clients

194

2% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$168,083

About

Christian Values Investing, Inc. provides biblically based portfolio management and limited financial planning to individuals, trusts, estates and charitable organizations, with a client base that includes both non‑HNW and high‑net‑worth households. In addition to managing client accounts on a discretionary or non‑discretionary basis, the firm also accepts engagements to construct and implement portfolios for other investment advisers as a sub‑advisor.

The firm’s investment approach centers on biblical stewardship and a “Biblically Responsible Investment” screen that seeks to exclude companies whose operations conflict with its stated values (for example, activities related to abortion, alcohol, gambling, pornography and tobacco). CVI develops a financial profile and investment plan for each client and applies traditional fundamental analysis, technical/charting tools, mutual fund/ETF selection and fixed‑income evaluation to build individualized portfolios consistent with those plans.

Distinctive features include the firm’s role as a sub‑advisor to other advisory firms — a relationship in which CVI acts solely as the money manager while the primary adviser sets objectives — and its connection to a nonprofit that delivers educational seminars on biblical financial principles and stewardship. The combination of faith‑based investment screening, formal sub‑advisory work, and ongoing public education is less common among similarly sized supported advisory firms.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

ESG / Sustainable investing Cash flow / budgeting

Demographic focus

Religious/faith focused

Fee options

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000+: 0.50%

Project-based

Financial planning at $150 per hour

Other

Account minimum: $50,000 Minimum fee: Minimum annual fees may apply, specific amount not stated

Main office location

Christian Values Investing, Inc.

616 East Grady Street

Statesboro GA 30458, United States

Number of offices

Most active in

Georgia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 912-764-4435

Advisors at this firm

Stephen H

Series 63, Series 65

Statesboro, GA

Christian Values Investing, Inc.

Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused

David H

Series 65

Statesboro, GA

Christian Values Investing, Inc.

David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused

Grayson S

Series 65

Statesboro, GA

Christian Values Investing, Inc.

Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused

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