CHRISTIAN FINANCIAL ADVISORS
CHRISTIAN INVESTMENT ADVISORS, INC. Legal Name
Adviser information for CHRISTIAN FINANCIAL ADVISORS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 866 | $171.4M |
| Non-Discretionary | 0 | $0 |
| Total | 866 | $171.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 287 | $88.7M |
| HNW Individuals | 51 | $82.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesCONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120305 |
|---|---|
| SEC ERA File Number | 801-120305 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165811 |
| Legal Entity Identifier | None |
Principal Office
672 RIDGE HILL DRIVESUITE A1
NEW BRAUNFELS
TX
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 830-609-6986, Fax: 830-620-1203
Chief Compliance Officer
SHAWN PETERS
672 RIDGE HILL DRIVE
SUITE A1
NEW BRAUNFELS
TX
United States
Tel:
830-609-6986
Fax:
830-620-1203
S****@**************M
(Full email address available in API data)
Regulatory Contact
BOB BARBER
672 RIDGE HILL DR.
SUITE A1
NEW BRAUNFELS
TX
United States
Tel:
830-609-6986
Fax:
830-620-1203
B**@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARBER, ROBERT, NEIL | Individual | – | OWNER | 04/2017 | > 75% |
| PETERS, SHAWN, ROSS | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |