Christy Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$375,887,760
Clients
765
Advisors
13
across 3 offices
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
Expertise
Occupation focus
Demographic focus
Fee options
Consulting fees invoiced directly to clients; specific amounts not stated.
Up to 1.8% annually total fee; CCM receives up to 1.5%, subadvisor receives remainder
Insurance commissions from sales of insurance products by licensed insurance agents associated with CCM.
Main office
See office2939 Mc Manus Road
Macon GA 31220
Advisors at this office
11
Offices (3)
Most active in
Alabama · Arizona · California · Florida · Georgia · Indiana · Kentucky · Louisiana · Mississippi · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Brandon S. Christy · Brandon S. Christy, Cpa, Pfs, Inc. · Christy Capital Management · Christy Capital 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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