A complete list of active advisors currently associated with Christy Capital Management, Inc.

Warmer can help you find a great advisor at Christy Capital Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Christy Capital Management, Inc., 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.

You can also browse Christy Capital Management, Inc.'s office locations.