In-Christ Asset Management, LLC

RIASEC Registered
Total AUM
$420K
Discretionary
$272K
65% of AUM
Avg account
$18.3K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
Plano, Texas
CRD number
333883
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

In-Christ Asset Management, LLC is an independent, individual-owned RIA that focuses on portfolio management for individuals and small businesses. The firm bills clients using a combination of a percentage-of-AUM fee and performance-based fees. It does not identify as an active ESG investor and is not set up as a multi-state adviser or as a capital allocator. Advisory activity is concentrated on traditional portfolio management rather than pension consulting or related-adviser functions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Cash & Cash Equivalents 26%74%
  • Exchange Traded Equities74%
  • Cash & Cash Equivalents26%

Owners & executives

1 of 1
  • Christopher Neudecker

    Chief Investment OfficerCRD 3181809

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6600 Chase Oaks Blvd
Time zone
CT (UTC-6)
Office locations

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