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Christian Values Investing, Inc.

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Total assets under management

$75,417,586

Total clients

194

2% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

65

Average account size

$388,750

About

Christian Values Investing, Inc. provides biblically based portfolio management and limited financial planning to individuals, trusts, estates and charitable organizations, with a client base that includes both non‑HNW and high‑net‑worth households. In addition to managing client accounts on a discretionary or non‑discretionary basis, the firm also accepts engagements to construct and implement portfolios for other investment advisers as a sub‑advisor.

The firm’s investment approach centers on biblical stewardship and a “Biblically Responsible Investment” screen that seeks to exclude companies whose operations conflict with its stated values (for example, activities related to abortion, alcohol, gambling, pornography and tobacco). CVI develops a financial profile and investment plan for each client and applies traditional fundamental analysis, technical/charting tools, mutual fund/ETF selection and fixed‑income evaluation to build individualized portfolios consistent with those plans.

Distinctive features include the firm’s role as a sub‑advisor to other advisory firms — a relationship in which CVI acts solely as the money manager while the primary adviser sets objectives — and its connection to a nonprofit that delivers educational seminars on biblical financial principles and stewardship. The combination of faith‑based investment screening, formal sub‑advisory work, and ongoing public education is less common among similarly sized supported advisory firms.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

ESG / Sustainable investing Cash flow / budgeting

Demographic focus

Religious/faith focused

Fee options

Percentage

$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%

Project-based

Financial planning at $150 per hour

Other

Account minimum: $50,000 Minimum fee: Minimum annual fees may apply, specific amount not stated

Main office location

Christian Values Investing, Inc.

616 East Grady Street

Statesboro GA 30458, United States

Number of offices

1

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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