Christy Capital Management Inc

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Assets, Funds, Holdings

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Christy Capital Management Inc
CRD #149313
SEC #801-113307
CIK #0002012167
AUM $295.4 M (2025-03-19)
Employees 21 (48% Investors, 0% Brokers)
Phone478-314-2160
Address2939 Mcmanus Road
Macon, GA 31220
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002011201620212026
CIK Period
0002012167
Sector Form 13F Holdings Value ($B)
iShares Comex Gold Trust 0.0
Nvidia Corp 0.0
Apple Inc 0.0
Fidelity Wise Origin Bitcoin Fund 0.0
Microsoft Corp 0.0
Broadcom Inc 0.0
Amazon Com Inc 0.0
Tesla Motors Inc 0.0
Palantir Technologies Inc 0.0
Progressive Corp/Oh/ 0.0
Alphabet Inc 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 704 216.8
(b) Individuals (high net worth individuals) 52 77.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 0.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,727 295.4
By Discretionary
Discretionary 1,717 294.7
Non-Discretionary 10 0.7
Total 1,727 295.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 295.4
Total 1,727 295.4
EDGAR Form CIK 2011 - 2025
13F-NT [0002012167]
Comparable Firms State AUM ($B)
Navigate Financial LLC
UT 0.3
Wealth Advisors Northwest LLC
OR 0.3
Oneamerica Securities Inc
IN 0.3
Cloud Investments LLC
AL 0.3
Parkview US LLC
NY 0.3
Fluent Financial LLC
TX 0.3
Maripau Wealth Management LLC
IN 0.3
JDM Financial Group LLC
0.3
4J Wealth Management LLC
VA 0.3
The Nalls Sherbakoff Group LLC
TN 0.3
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