Christy Capital Management, Inc. (Macon)

Name: Christy Capital Management, Inc.
Address: 2939 Mcmanus Road, Macon, GA, 31220
Telephone: 478-314-2160

Christy Capital Management, Inc. is a large advisory firm based in Macon. It manages $150.83 million of regulatory assets for 1,768 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 7 other states.

Christy Capital Management provides financial planning services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

Christy Capital Management: assets under management

The assets under management (AUM) of Christy Capital Management, Inc. is $150.83 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in state and local bonds the most. They account for 67% of the total AUM. The second-largest asset type is exchange traded securities, which make up 18% of the firm’s portfolio. Investments in cash and cash equivalents form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christy Capital Management, Inc. for their services and products based on hourly charges and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brandon Scott Christy serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Brandon Scott Christy is individuals with 852 clients and $140.39 million of assets under management. Among the 11 most similar advisory firms, Christy Capital Management has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $150.83 million for 861 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Christy Capital Management doesn't advise any private funds.

Careers at Christy Capital Management, Inc.

The company employs 18 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Brandon Scott Christy has been acting as President since 1 Jan 2006. Abby Suzette Puckett joined the executive team most recently as the Chief Operations Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brandon Scott Christy	President	1 Jan 2006	75% - 100%	3269877
Delmas Mark Wilson	Executive vp of business development	1 Apr 2016	Other	5921127
Thomas Melvin Neesmith	Executive vp of operations	1 Apr 2016	Other	6361750
Lawton Alex Westberry	Chief compliance officer and chief financial officer	1 Sep 2016	Other	6704752
Rebekah Jean Bowker	Chief compliance officer	1 May 2018	Other	6957284
Abby Suzette Puckett	Chief operations officer	1 Jun 2018	Other	7010466

Based in Macon

The principal office where Christy Capital Management, Inc. performs its advisory services is located at 2939 Mcmanus Road, Macon, GA 31220 The mailing address of the firm is 7040 Peake Road N. 28410, Macon, GA 31210. An additional office of the firm is in Irmo, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 478-314-2160 or by fax 877-772-9155. The normal business hours are 8 a.m. - 5 p.m. mon - thurs, 8 a.m. - 3 p.m. friday on Monday - Friday. You can find more information about the New York firm at christycapital.com.