Christian Values Investing, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,608,021
Clients
194
Advisors
3
of 3 employees
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
Expertise
Demographic focus
Fee options
$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%
Financial planning at $150 per hour
Account minimum: $50,000 Minimum fee: Minimum annual fees may apply, specific amount not stated
Main office
616 East Grady Street
Statesboro GA 30458
Advisors at this office
3
Most active in
Georgia
Also doing business as
Christian Values Investing Inc. · Christian Values Investing, Inc. · Coastal Asset Management Inc.
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
Quick links
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.
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.
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.
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