National Christian Financial Advisors, Inc

Overview

National Christian Financial Advisors, Inc. is an independent registered investment adviser operating as a corporation and serving individual and family clients. The firm combines fee-based portfolio management and financial planning, charging on a percentage-of-assets basis and for some services hourly. Its stated advisory activities include comprehensive planning, managing portfolios for individuals and small businesses as well as for businesses or institutions, and selecting outside advisers when needed. The firm is identified as a capital allocator, which suggests it sources and places client capital with third-party managers in addition to directly managing assets. Investment activity is heavily equity-focused. Exchange-traded equities are the dominant asset class across client accounts, and the firm favors liquid, publicly traded instruments for core allocations. National Christian Financial Advisors, Inc. is not flagged as an active ESG investor and does not list multi-state adviser status; portfolio construction therefore appears driven by conventional return and risk considerations rather than an ESG overlay.

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Public Holdings

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Location & Offices