Christman Financial Advisors LLC

Overview

Christman Financial Advisors LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm operates as a limited liability company and charges a mix of percentage-of-AUM fees alongside hourly and fixed fees, which suggests it serves clients with both ongoing investment relationships and one-off planning engagements. Investment activity is equity‑tilted: the adviser shows a clear preference for exchange-traded equities and uses separately managed account structures for core equity exposure. Active ESG screening is not indicated, and the firm does not position itself as a multi-state or pension consultant adviser. Christman Financial Advisors places emphasis on straightforward portfolio construction for individuals and small businesses, using exchange-traded vehicles for core allocations while supplementing portfolios with mutual funds and annuities where appropriate. The firm’s business model is consistent with a boutique RIA that centralizes decision-making and execution while relying on major custodians for custody and trade settlement.

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