Christy Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 765 clients last fiscal year.
Christy Capital Management reports 766 clients. They include 679 individual clients, 86 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 99.1% ($373M across 1,823 accounts) are managed with discretion; $3.38M across 12 accounts are not. It advised 89 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 61% |
| High-net-worth individuals | 11% | 39% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 679 | $231M | 61.4% | $340K |
| High-net-worth individuals | 86 | $145M | 38.5% | $1.69M |
| Pension and profit-sharing plans | Fewer than 5 | $411K | 0.1% | $411K |
| Total | 766 | $376M | 100% | — |
- Clients
- 679
- Regulatory AUM
- $231M
- AUM share
- 61.4%
- Avg. per client
- $340K
- Clients
- 86
- Regulatory AUM
- $145M
- AUM share
- 38.5%
- Avg. per client
- $1.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $411K
- AUM share
- 0.1%
- Avg. per client
- $411K
Total
- Clients
- 766
- Regulatory AUM
- $376M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 89
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 765
Christy Capital Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Brandon Christy owns 75% or more of Christy Capital Management. The leadership team of Christy Capital Management includes President Brandon Christy and Chief Compliance Officer Abby Puckett. It has 22 employees, 11 of them in advisory roles.
Leadership
- Brandon ChristyPresident
- Abby PuckettChief Compliance Officer, Chief Operations Officer
- Thomas NeesmithExecutive VP of Operations
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Brandon Scott Christy
- Seth Christy
- Hampton Dillard
- Michelle Dykes
- Owen Freel
- Samuel Joseph Gaston
- Amanda Reynolds Howell
- Jeremy Johnston
- Joe Mathews III
- Thomas Melvin Neesmith JR
- Alexander Pettola
- Mathew Thomas Ramey
- Melvin Hansel Stubbs
Staff
- 22 employees
- 11 in advisory functions
- 10 state-registered reps
- 5 insurance agents
- Owns 75% or more of Christy Capital Management, Inc.
Brandon Christy
Control person · since January 2006
- Owns 10% to 25% of Christy Capital Management, Inc.
Thomas Neesmith
Control person · since April 2016
Christy Capital Management’s regulatory assets grew 1.9× from $195M (March 2021) to $376M (July 2026); clients fell from 988 to 766 and employees rose from 19 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $376M | 766 | 22 | 3 |
| March 2025 | $295M | 757 | 21 | 2 |
| April 2024 | $260M | 1,024 | 21 | 2 |
| March 2023 | $227M | 898 | 21 | 2 |
| May 2022 | $261M | 899 | 21 | 2 |
| March 2021 | $195M | 988 | 19 | 2 |
Besides its headquarters, Christy Capital Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Georgia.
Georgia · 1 listed address
- 2939 McManus Road, MaconHQ
Contact and registration details
- Legal name
- Christy Capital Management, Inc.
- Headquarters
- 2939 McManus Road, Macon, GA 31220
- Website
- christycapital.com
- Phone
- 478-314-2160
- @christy-capital-management
- SEC file
- 801-113307
- Structure
- Georgia corporation
- Fiscal year end
- December
Christy Capital Management uses Fidelity ($295M) as custodian for its separately managed accounts. Christy Capital Management has custody of $261M in client assets for 992 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $295M100%
At year end, Christy Capital Management’s separately managed accounts were mostly in stocks (65%) and funds (30%).
What the accounts hold
- Stocks65%
- Funds30%
- Cash5%
How many clients does Christy Capital Management have?
Christy Capital Management has 766 clients and manages $376 million for them, as of July 2026. They include 679 individual clients, 86 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Christy Capital Management offer?
Christy Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Christy Capital Management use?
Christy Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $295M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Christy Capital Management have?
Christy Capital Management has 10 investment adviser representatives registered with state securities authorities, out of 22 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Christy Capital Management invest in?
At the end of its last fiscal year, Christy Capital Management’s separately managed accounts held 65% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs) and 5% 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 Christy Capital Management?
Christy Capital Management’s direct owners are Brandon Christy (75% or more) and Thomas Neesmith (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Christy Capital Management get paid?
Christy Capital Management is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no 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
Is Christy Capital Management registered with the SEC?
Yes, Christy Capital Management has been registered with the SEC as an investment adviser since 23 May 2018. Its CRD number is 149313 and its SEC file number is 801-113307.
Source: Form ADV Part 1A, Item 1, filed 9 July 2026; IAPD firm record
How do I contact Christy Capital Management?
Christy Capital Management’s main office is at 2939 McManus Road, Macon, GA 31220. Its phone number is 478-314-2160. Its website is christycapital.com.