# Christy Capital Management, Inc.

> Christy Capital Management, Inc. is an SEC-registered investment advisory firm in Macon, GA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 149313
- Filed as: CHRISTY CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Macon, GA
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149313
- AdvisorCensus page: https://advisorcensus.com/firm/christy-capital-management-inc-macon-ga-149313

## Quick answers

**How is Christy Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Christy Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.

**Where is Christy Capital Management, Inc. located?**
Christy Capital Management, Inc.'s principal office is in Macon, GA, according to its Form ADV.

**Is Christy Capital Management, Inc. registered with the SEC or a state?**
Christy Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 149313.

**How much does Christy Capital Management, Inc. manage?**
Christy Capital Management, Inc. reports $376,298,631 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (99% discretionary).

**How have Christy Capital Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Christy Capital Management, Inc.: Regulatory assets under management: $194,872,875 in the October 2021 data and $376,298,631 in the October 2026 data, up 93%. Total employees: 19 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Christy Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (679); high net worth individuals (86); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Christy Capital Management, Inc. use?**
Christy Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Christy Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149313

**Does Christy Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by CCM."

**What changed in Christy Capital Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $295,354,080 to $376,298,631 (+27%). Registered or notice-filed in KY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by CCM.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $376,298,631
- Discretionary: $372,918,360
- Non-discretionary: $3,380,271

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 679 | $230,901,849 |
| High net worth individuals | 86 | $144,985,911 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $410,871 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 22 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, FL, GA, IN, KY, LA, MS, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [christycapital.com](https://christycapital.com)
- Facebook @ChristyCapital
- LinkedIn @christy-capital-management
- YouTube @christycapitalmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,872,875 | 19 | March 19, 2021 |
| October 2022 | $260,660,762 | 21 | May 20, 2022 |
| October 2023 | $227,085,279 | 21 | March 22, 2023 |
| October 2024 | $259,593,102 | 21 | April 8, 2024 |
| October 2025 | $295,354,080 | 21 | March 19, 2025 |
| October 2026 | $376,298,631 | 22 | July 9, 2026 |

Regulatory assets under management: $194,872,875 in the October 2021 data and $376,298,631 in the October 2026 data, up 93%.
Total employees: 19 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $295,354,080 to $376,298,631 (+27%).
- Registered or notice-filed in KY.

### February 2026
- Registered or notice-filed in IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Christy Capital Management, Inc. (CRD 149313): Form ADV filing data as of October 2026.