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BC

Brandon S. Christy

CHRISTY CAPITAL MANAGEMENT
Macon, GA 31220
Some features on this profile are disabled
CRD#: 3269877
BC

Professional summary


Brandon Scott Christy is a registered financial advisor currently at CHRISTY CAPITAL MANAGEMENT, INC. located in Macon, Georgia.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brandon has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Brandon Scott Christy is also individually licensed to sell fixed insurance products. Less than 25% of his time is spent on this activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brandon Scott Christy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 8, 2025 - Present

CHRISTY CAPITAL MANAGEMENT, INC.

Office #1: 2939 Mcmanus Road, Macon, GA 31220
RIA
CRD#: 149313
Macon, GA
Past

February 20, 2009 - December 31, 2024

CHRISTY CAPITAL MANAGEMENT, INC.

RIA
CRD#: 149313
MACON, GA
Past

April 14, 2005 - March 3, 2009

SPC

RIA
CRD#: 110692
MACON, GA
Past

January 13, 2005 - February 23, 2009

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
MACON, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CHRISTY CAPITAL MANAGEMENT, INC.
BRANDON S. CHRISTY | CHRISTY CAPITAL MANAGEMENT, INC. | CHRISTY CAPITAL MANAGEMENT | BRANDON S. CHRISTY, CPA, PFS, INC.

CRD#: 149313 / SEC#: 801-113307

RIA
Registered Investment Advisory firm - (5/23/2018 Approved)
Florida
Registered Investment Advisory firm - (5/25/2018 Terminated)
Georgia
Registered Investment Advisory firm - (5/25/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (5/29/2018 Terminated)
Maryland
Registered Investment Advisory firm - (6/4/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (6/1/2018 Terminated)
South Carolina
Registered Investment Advisory firm - (5/25/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/25/2018 Terminated)
Virginia
Registered Investment Advisory firm - (5/25/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(1/8/2025)
IAR
Texas
(1/8/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/11/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CC
CHRISTY CAPITAL MANAGEMENT, INC.
BRANDON S. CHRISTY | CHRISTY CAPITAL MANAGEMENT, INC. | CHRISTY CAPITAL MANAGEMENT | BRANDON S. CHRISTY, CPA, PFS, INC.

CRD#: 149313 / SEC#: 801-113307

RIA
Registered Investment Advisory firm - (5/23/2018 Approved)
Florida
Registered Investment Advisory firm - (5/25/2018 Terminated)
Georgia
Registered Investment Advisory firm - (5/25/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (5/29/2018 Terminated)
Maryland
Registered Investment Advisory firm - (6/4/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (6/1/2018 Terminated)
South Carolina
Registered Investment Advisory firm - (5/25/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/25/2018 Terminated)
Virginia
Registered Investment Advisory firm - (5/25/2018 Terminated)
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Contact information


Main Address
2939 Mcmanus Road, Macon, GA 31220
Mailing Address
7040 Peake Road N. 28410, Macon, GA 31210
Phone number
(478) 314-2160
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CCM ADV 2A OCTOBER 2024 (3/19/2025)

Regulatory assets under management


Total Number of Accounts1,727
AUM (Assets Under Management)$ 295,354,080

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHRISTY CAPITAL MANAGEMENT, INC.

CRD#: 149313Macon, GA 31220

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