Christian Investment Advisors, Inc.
- Regulatory AUM
- $219M
- Discretionary
- $219M
- Clients
- 479
- Avg AUM / client
- $457K
- Accounts
- 938
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 393 | $115M | 52.6% |
| High net worth individuals | 86 | $104M | 47.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Neil Barber | Owner | Dec 2012 (14y) | 75% or more | |
| Shawn Ross Peters | Chief Compliance Officer | May 2020 (6y) | Less than 5% | |
| Teresa Rose Joelson | Registered representative | Apr 2018 (8y) | ||
| Donald Vande Vanter | Registered representative | Sep 2022 (4y) | ||
| Matthew Edwin Barrovecchio | Registered representative | CFP | Feb 2024 (3y) |
Undisclosed: 0% – 25% 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) | 03/16/2026 | 963 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $219M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗