In-Christ Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is an independent, state‑registered adviser that provides discretionary asset management to individuals, high‑net‑worth clients, and certain institutions. It manages a very small client base—six clients with roughly $420,000 in total assets—and does not impose a formal account minimum.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and are implemented under discretionary authority; methods of analysis include technical and charting analysis and portfolios may include mutual funds, ETFs, fixed income and options. Accounts are reviewed at least quarterly, clients may impose written investment restrictions, and custody and trading are conducted through a third‑party custodial platform.
The firm offers a performance‑based fee option for qualified clients that is measured annually and incorporates a high‑water mark, a structure that is uncommon among independent advisers. The brochure discloses prior regulatory matters—an April 2014 state Order of Denial related to conduct at a previous firm and a chapter 7 bankruptcy filing in 2017 (discharged 2018)—and notes the firm’s principal spends a substantial portion of time in outside software work, which may be relevant to prospective clients assessing availability and oversight.
Client services
Expertise
Fee options
3.00% annually
20% of gains exceeding a 10% annual hurdle rate, charged annually with high-water mark
Main office
6600 Chase Oaks Boulevard, Suite 150
Plano TX 75023
Advisors at this office
1
Most active in
Texas
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
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