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Christy Capital Management Inc
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CRD # | 149313 |
SEC # | 801-113307 |
CIK # | 0002012167 |
AUM | $259.6 MM (2024-03-29) |
Employees | 21 (48% Investors, 0% Brokers) |
Phone | 478-314-2160 |
Address | 2939 Mcmanus Road Macon, GA 31220 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 45.8 | |
IAU | 30.2 | ||
MSFT | 1,918,222.4 | 22.7 | |
NVDA | 399,550.0 | 19.0 | |
FBTC | 18.1 | ||
GOOGL | 1,475,138.5 | 18.0 | |
AMZN | 1,092,997.8 | 17.5 | |
TSLA | 723,390.3 | 16.8 | |
PGR | 67,509.2 | 14.0 | |
AVGO | 201,282.9 | 13.1 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 983 | 197.3 |
(b) Individuals (high net worth individuals) | 40 | 62.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 0.3 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,024 | 259.6 |
By Discretionary | ||
Discretionary | 918 | 232.6 |
Non-Discretionary | 106 | 26.9 |
Total | 1,024 | 259.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 259.6 | |
Total | 1,024 | 259.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-NT | [0002012167] |
Comparable Firms | State | AUM ($BB) |
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Consilium Wealth Advisory LLC
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|
TX | 0.3 |
Raleigh Capital Management Inc
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NC | 0.3 |
Fireside Capital Advisors Inc
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TX | 0.3 |
Seros Financial LLC
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|
AZ | 0.3 |
Turn8 Private Wealth Inc
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|
0.3 | |
Summit Group Retirement Planners Inc
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|
PA | 0.3 |
BETO Financial Group LLC
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|
ID | 0.3 |
Diversified Financial Management Associates Inc
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|
MA | 0.3 |
Heritage Wealth Architects Inc
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|
MN | 0.3 |
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |