Christy Capital Management, Inc.
- Regulatory AUM
- $376M
- Discretionary
- $373M
- Clients
- 766
- Avg AUM / client
- $491K
- Accounts
- 1,835
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 679 | $231M | 61.4% |
| High net worth individuals | 86 | $145M | 38.5% |
| Pension and profit sharing plans | 1 | $411K | 0.11% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Scott Christy | President | Personal Financial Specialist | Jan 2006 (21y) | 75% or more |
| Thomas Melvin Neesmith | Executive Vp Of Operations | Apr 2016 (10y) | 10% – 25% | |
| Puckett, Abby, Suzette | Chief Compliance Officer, Chief Operations Officer | Jun 2018 (8y) | Less than 5% | |
| Amanda Reynolds Howell | Registered representative | Jan 2025 (2y) | ||
| Hampton Dillard | Registered representative | Jan 2025 (2y) | ||
| Joe Mathews | Registered representative | Jan 2025 (2y) | ||
| Melvin Hansel Stubbs | Registered representative | Jan 2025 (2y) | ||
| Mathew Thomas Ramey | Registered representative | Jan 2025 (2y) | ||
| Michelle Dykes | Registered representative | Jan 2025 (2y) | ||
| Owen Freel | Registered representative | Jan 2025 (2y) | ||
| Samuel Joseph Gaston | Registered representative | Jan 2025 (2y) | ||
| Alexander Pettola | Registered representative | Mar 2026 (0y) | ||
| Seth Christy | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $295M (78% of AUM) Jul 2026
- Charles Schwab & Co. $26.9M (10% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗