IN-CHRIST ASSET MANAGEMENT, LLC

Overview

In-Christ Asset Management, LLC is a small, owner-operated RIA focused on portfolio management for individuals and small businesses. The firm’s stated client base is individual and family investors and it charges both a percentage-of-AUM fee and performance-based fees. Its investment posture is equity‑oriented: the firm’s largest exposure is to exchange‑traded equities, and it lists mutual funds as an additional investment vehicle. Registrations indicate the adviser does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Portfolios appear to be run primarily on a discretionary basis and custody is consolidated with a digital custodian. Given the modest scale of assets and the adviser’s activity profile, strategy implementation emphasizes liquid, exchange‑traded instruments and pooled mutual funds rather than direct illiquid alternatives or third‑party alternative fund managers.

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Public Holdings

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Location & Offices