Rchristianfinancial Consultants, LLC "The Clients Fiduciary"

RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$128K
Accounts
86
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
154081
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types
  • Individuals85.54%
  • Pension & Profit Sharing Plans14.46%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rchristianfinancial Consultants, LLC operates as a small, privately held advisory and insurance practice that serves both individuals/families and some institutional clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, along with selection-of-other-advisers services. Insurance brokerage is an explicit part of the business activities, and the firm uses a mix of fee arrangements (percentage of AUM, hourly, subscription, fixed fees and other structures). The adviser is not positioned as an active ESG investor. The firm is structured as a limited liability company and is owned by an individual. Its regulatory classification is listed as unclassified. The practice appears oriented toward customized client relationships rather than scale-based model delivery.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 75%, Exchange Traded Equities 25%75%
  • Cash & Cash Equivalents75%
  • Exchange Traded Equities25%

Owners & executives

1 of 1
  • Soon Christian

    Chief Executive OfficerCRD 6473749

Contacts

1 of 1
  • Randall Christian

    Randall Christian

    Retirement Income Certified ProfessionalCRD 1293153

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth