CHRISTY CAPITAL MANAGEMENT, INC.

CRD

149313

SEC file #

801-113307

EIN

815028704

DBA names

—

Economics

AUM

$376.3M

AUM band

$100M-$500M

AUM trajectory

'20 · $150.8M

'21 · $175.5M

'22 · $194.9M

'23 · $260.7M

'25 · $295.4M

'26 · $376.3M

'20'26

$150.8M → $376.3M▲ +149%

sec adv history

Client mix

Individuals Other	679
Individuals High Net Worth	86
Pension Profit Sharing Plans	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 6 advisors

'22 · 7 advisors

'23 · 7 advisors

'25 · 10 advisors

'26 · 11 advisors

'20'26

7 advisors → 11 advisors▲ +57%

sec adv history

Primary office

MACON GA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUMFixed feesCommissions

Filings

Latest ADV filing

03/27/2026

ADV-W filed at

—

Website

christycapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CHRISTY, BRANDON, SCOTT

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CHRISTY, BRANDON, SCOTT

NEESMITH, THOMAS, MELVIN

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CHRISTYCAPITAL.COM

Rdap Domain Creation Date

2009-02-19T21:19:26Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

201,873

Form 5500 Compensation Trajectory 3y

2025

201,873

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

201,873

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001710537

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-08-30

Edgar Last Filing Date

2026-05-18

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-18

Accession0001710537-26-000006

Edgar Form D Count

Edgar Form D Offerings

2021-01-052021-01-05 · 0001710537-21-000001

2018-01-312018-01-31 · 0001710537-18-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2012

Soi Zip Pct 200k Plus

0.0651

Soi Zip Returns 200k Plus

440

Soi Zip Total AGI

544,087

Fdic Zip Total Deposits

282,648,000

Fdic Zip Branch Count

Fdic Zip Top Banks

Branch Banking and Trust Company

Colonial Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

3500 COLONNADE PKWYSUITE 150BIRMINGHAM, AL 35243

Business

3500 COLONNADE PKWYSUITE 150BIRMINGHAM, AL 35243

Edgar EIN

815028704

Edgar Recent Filings

13F-HR/A2026-05-18 · 0001710537-26-000006

13F-HR2026-05-14 · 0001710537-26-000005

Fdic Zip Branches Raw

Colonial BankMacon, GA

Fdic Zip HHI

3760.29

Fdic Zip Top Bank Share Pct

50.13

Fdic Zip Year

2017

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-19T21:19:26Z

Rdap Domain Last Changed

2022-09-05T20:03:07Z

Rdap Nameservers

Ns19.domaincontrol.comNs20.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	27,646
Returns	2,060

Stub 2

AGI	63,730
Returns	1,740

Stub 3

AGI	60,374
Returns	980

Soi Zip Total Business Income

8,563

Soi Zip Total Cap Gains

50,347

Soi Zip Total Dividends

9,730

Soi Zip Total Returns

6,760

Top Owner CRD

3269877

Trust Company Affiliate