C
Christian A. Hermo LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,600,000
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$177,778
About
The firm provides portfolio management and financial planning to individual and high‑net‑worth clients. Services include the creation of a written Investment Policy Statement, discretionary portfolio management, and financial planning on a fixed‑fee or hourly basis, and the firm states there is no account minimum.
The firm’s investment approach blends charting, technical, fundamental, and cyclical analysis and employs long‑term and short‑term trading alongside options‑writing strategies (including covered and uncovered options) and, where authorized, short sales. Risk tolerances are documented in each client’s Investment Policy Statement and the firm typically seeks discretionary authority to implement strategies consistent with those objectives.
Noteworthy features for a solo independent adviser include its small scale—about $1.2 million in assets under management across roughly 11 client accounts—and that all assets are managed in‑house without selecting third‑party managers. The firm requires clients to use its recommended custodian (which it notes may affect execution), does not take custody of client assets, and maintains personal‑trading controls such as a five‑day blackout around client trades for non‑mutual fund/non‑ETF securities.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$250 - $2,500 fixed fee for financial planning
$1 - $100,000: 1.50% $100,000 - $300,000: 1.20% $300,000 - $750,000: 1.00% $750,000+: 0.85%
$50 - $250 per hour
Main office location
Christian A. Hermo LLC
Nashville TN, United States
Number of offices
1
Most active in
Christian A. Hermo LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")