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Christy Capital Management, Inc.

Updated today

Client assets under management

$375,887,760

Clients

765

11% high-net-worth

Advisors

11

of 22 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

70

High

Average account size

$491,357

About

Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services, along with financial planning, federal employee benefit analysis, tax and estate planning, and non-variable insurance and annuity products. The firm also provides retirement-plan-related services such as ERISA §3(21) advisory work, participant education, and 529 plan consulting.

CCM typically tailors recommendations using a client profile and risk-tolerance questionnaire and implements discretionary management through a subadvisor program; EverSource Wealth Advisors is the subadvisor that designs and manages model portfolios, including values- or faith‑based models. The firm delegates day‑to‑day trading to third‑party managers while monitoring performance and meeting clients at least annually to reassess objectives.

Distinctive features disclosed in the brochure include CCM’s operation as a state‑licensed insurance agency whose planners are often licensed insurance agents and may receive commissions from insurance product sales, a potential conflict the firm describes and manages in its disclosures. The firm also uses third‑party model portfolios (EverSource) and provides related disclosure materials to clients, notes revenue from YouTube ads and book sales, and identifies hypothetical/performance illustrations in its marketing and subadvisor materials.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy

Occupation focus

Executive Founder/Business Owner

Demographic focus

Religious/faith focused

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Fee options

Fixed

Consulting fees invoiced directly to clients; specific amounts not stated.

Percentage

Up to 1.8% annually total fee; CCM receives up to 1.5%, subadvisor receives remainder

Commissions

Insurance commissions from sales of insurance products by licensed insurance agents associated with CCM.

Main office location

Christy Capital Management, Inc.

2939 Mcmanus Road

Macon GA 31220, United States

Number of offices

3

Most active in

Alabama · Arizona · California · Florida · Georgia · Indiana · Kentucky · Louisiana · Mississippi · North Carolina · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Owen F

Series 65

Macon, GA

Christy Capital Management, Inc.

Owen Freel is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with three years of industry experience. He has been with Christy Capital Management since 2018. Prior to his financial advisory career, he worked in the car wash industry and agriculture. 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, insurance and annuity products, family legacy planning, and consulting, utilizing both discretionary and non-discretionary managed account programs and recommending private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Joe M

Series 65

Macon, GA

Christy Capital Management, Inc.

Joe Mathews is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with 11 years of industry experience. He has been with Christy Capital Management since 2011. In addition to his advisory role, he is 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, managing client assets through both discretionary and non-discretionary programs and incorporating private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Melvin S

Series 65

Irmo, SC

Christy Capital Management, Inc.

Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also 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, often contracting with unaffiliated subadvisors.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Thomas N

Series 65

Macon, GA

Christy Capital Management, Inc.

Thomas Neesmith is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Christy Capital Management since 2013. Outside of advisory services, 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, typically implementing portfolios through unaffiliated subadvisors and offering private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Michelle D

Series 65

Macon, GA

Christy Capital Management, Inc.

Michelle Dykes is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with five years of industry experience. She has worked at Christy Capital since 2019 and previously was employed at Retirement Benefits Institute from 2014 to 2019. 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 assets through discretionary and non-discretionary accounts, with access to private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Mathew R

Series 65

Fort Wayne, IN

Christy Capital Management, Inc.

Mathew Ramey is a financial advisor at Christy Capital Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with five years of industry experience. He has been with Christy Capital Management since 2018 and previously worked at Navicent Health and Indiana Wesleyan University. 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 consulting, managing client assets through both discretionary and non-discretionary programs and recommending private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Samuel G

Series 66

Macon, GA

Christy Capital Management, Inc.

Samuel Gaston is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Christy Capital Management, he worked at United Community Bank and LPL Financial. 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, often implementing portfolios through unaffiliated subadvisors and recommending private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Brandon C

PFS™, Series 63, Series 65

Macon, GA

Christy Capital Management, Inc.

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.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Alexander P

Series 65

Macon, GA

Christy Capital Management, Inc.

Alexander Pettola is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with one year of experience at Christy Capital. His prior experience includes roles at Mercer University, Georgia Southern University, and the University of Florida. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services, including financial planning and federal employee benefit analysis. The firm uses client profiles and risk-tolerance questionnaires to tailor recommendations and implements discretionary management through a subadvisor program.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Amanda H

Series 65

Macon, GA

Christy Capital Management, Inc.

Amanda Howell is a Series 65 licensed advisor at Christy Capital Management, Inc. in Macon, GA, with seven years of industry experience. She has been with Christy Capital Management since 2012. 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 while utilizing unaffiliated subadvisors for portfolio management.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
user avatar

Hampton D

Series 65

Macon, GA

Christy Capital Management, Inc.

Hampton Dillard is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Cathedral Coffee and Engleside Baptist Church. 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 retirement strategies, tax planning, estate conservation, insurance and annuity products, family legacy planning, and consulting services, managing assets through discretionary and non-discretionary programs and recommending private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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