Christian Investment Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Christian Investment Advisors reports 479 clients. They include 393 individual clients and 86 high-net-worth individuals. Of its assets, 100.0% ($219M across 938 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 53% |
| High-net-worth individuals | 18% | 47% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 393 | $115M | 52.6% | $293K |
| High-net-worth individuals | 86 | $104M | 47.4% | $1.21M |
| Total | 479 | $219M | 100% | $457K |
- Clients
- 393
- Regulatory AUM
- $115M
- AUM share
- 52.6%
- Avg. per client
- $293K
- Clients
- 86
- Regulatory AUM
- $104M
- AUM share
- 47.4%
- Avg. per client
- $1.21M
Total
- Clients
- 479
- Regulatory AUM
- $219M
- AUM share
- 100%
- Avg. per client
- $457K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Christian Investment Advisors charges 0.30%–1.00% a year for its Account Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M–$5M | 0.50% |
| $5M and above | 0.30% |
Fee details and sources
Other fees
- A la carte Financial Planning
- Financial planning and consulting are billed by the hour at up to $350 per hour, with a one-hour minimum for follow-up meetings.
- Retirement Plan Advisory Services
- The plan sponsor fee is negotiated; the maximum advisory fee does not exceed 1.00% annually.
- Subscription Financial Planning
- A fixed monthly fee of up to $500, negotiable, billed in advance; the fee may be waived at the adviser discretion at $1,000,000 or more under management.
Robert Barber owns 75% or more of Christian Investment Advisors. The leadership team of Christian Investment Advisors includes Chief Compliance Officer Shawn Peters. It has 9 employees, 5 of them in advisory roles.
Staff
- 9 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 75% or more of Christian Investment Advisors, Inc.
Robert Barber
Control person · since April 2017
Christian Investment Advisors’ regulatory assets grew 1.9× from $115M (May 2021) to $219M (March 2026); clients rose from 414 to 479 and employees from 5 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $219M | 479 | 9 | 2 |
| Mar 2025March 2025 | $188M | 469 | 9 | 1 |
| Mar 2024March 2024 | $171M | 338 | 9 | 1 |
| Jun 2023June 2023 | $140M | 314 | 11 | 1 |
| Jun 2022June 2022 | $149M | 318 | 7 | 2 |
| May 2021May 2021 | $115M | 414 | 5 | 3 |
Besides its headquarters, Christian Investment Advisors has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 16703 Early Riser Ave., Land O Lakes
Texas · 1 listed address
- 130 River Chase Way, Suite B, New BraunfelsHQ
Contact and registration details
- Legal name
- Christian Investment Advisors, Inc.
- Headquarters
- 130 River Chase Way, Suite B, New Braunfels, TX 78132
- Phone
- 830-609-6986
- SEC file
- 801-120305
- Structure
- Texas corporation
- Fiscal year end
- December
Christian Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($219M). Christian Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $219M100%
At year end, Christian Investment Advisors’ separately managed accounts were mostly in funds (65%) and stocks (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $170M across 14 positions; the largest are Pimco ETF TR (20.3%), Timothy Plan (16.1%) and Northern Lts FD TR IV (15.5%).
What the accounts hold
- Stocks33%
- Funds65%
- Cash2%
How many clients does Christian Investment Advisors have?
Christian Investment Advisors has 479 clients and manages $219 million for them, as of March 2026. They include 393 individual clients and 86 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Christian Investment Advisors offer?
Christian Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Christian Investment Advisors charge?
Christian Investment Advisors charges 0.30%–1.00% a year for its Account Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Christian Investment Advisors use?
Christian Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $219M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Christian Investment Advisors have?
Christian Investment Advisors has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Christian Investment Advisors invest in?
At the end of its last fiscal year, Christian Investment Advisors’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Christian Investment Advisors?
Christian Investment Advisors’ direct owner is Robert Barber (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Christian Investment Advisors get paid?
Christian Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Christian Investment Advisors?
Christian Investment Advisors’ main office is at 130 River Chase Way, Suite B, New Braunfels, TX 78132. Its phone number is 830-609-6986. Its website is christianfinancialadvisors.com.
