Advisor at Christian Values Investing, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Christian Values Investing, Inc.
Location
Statesboro, GA 30458
Credentials
Series 65
Industry experience
3 years
Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.
Based on Christian Values Investing, Inc.
Based on Christian Values Investing, Inc.
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000+: 0.50%
Financial planning at $150 per hour
Account minimum: $50,000 Minimum fee: Minimum annual fees may apply, specific amount not stated
616 East Grady Street
Statesboro, GA 30458
Georgia
Christian Values Investing
2022 - Present (4 years)
OPS Tech Alliance
2020 - 2022 (2 years)
Pizza Inn
2018 - 2020 (2 years)
Glynn Academy High School
2017 - 2018 (1 year)
Downstream Logistics
2017 - 2017 (1 year)
Student
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Statesboro, GA
CFG Wealth Management, LLC
CFP®
Statesboro, GA
Safe Harbor Financial Planning & Investment Advisory, LLC
Series 63, Series 65
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Christian Values Investing, Inc.
Series 65
Statesboro, GA
Christian Values Investing, Inc.
Series 66
Statesboro, GA
Sound View Wealth Advisors Group, LLC
Series 65
Statesboro, GA
Virtue Capital Management, LLC
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