A complete list of active advisors currently associated with In-Christ Asset Management, LLC

Warmer can help you find a great advisor at In-Christ Asset Management, LLC or one who fits your needs even better.

In-Christ Asset Management, LLC is a single-advisor investment advisory firm that provides discretionary portfolio management primarily to individual clients and, at times, high‑net‑worth individuals and institutions. The firm documents client goals and risk tolerances and manages portfolios on an ongoing basis without a stated account minimum. The adviser generally exercises discretionary authority to implement client investment programs and conducts quarterly account reviews; its methods of analysis include technical and charting techniques alongside traditional asset-allocation processes. Custodial and transaction services are provided through a third‑party platform and fees are deducted from client accounts with client consent. Distinctive features noted in the firm’s brochure include the availability of performance‑based fee arrangements for eligible clients, which is uncommon among peer independent advisers, and a prior regulatory disclosure involving the principal’s activities at a former firm that resulted in a state Order of Denial (disclosed in the ADV). The brochure also discloses that the principal has substantial outside software development work and that the firm operates with a small client base and modest assets under management.

To learn more about the advisors currently working at In-Christ Asset Management, LLC, 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.