I

In-Christ Asset Management, LLC

Updated today

Client assets under management

$363,000

Clients

6

0% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

6

Very Low

Average account size

$60,500

About

In-Christ Asset Management, LLC is a single-advisor investment advisory firm that provides discretionary portfolio management primarily to individual clients and, at times, high‑net‑worth individuals and institutions. The firm documents client goals and risk tolerances and manages portfolios on an ongoing basis without a stated account minimum.

The adviser generally exercises discretionary authority to implement client investment programs and conducts quarterly account reviews; its methods of analysis include technical and charting techniques alongside traditional asset-allocation processes. Custodial and transaction services are provided through a third‑party platform and fees are deducted from client accounts with client consent.

Distinctive features noted in the firm’s brochure include the availability of performance‑based fee arrangements for eligible clients, which is uncommon among peer independent advisers, and a prior regulatory disclosure involving the principal’s activities at a former firm that resulted in a state Order of Denial (disclosed in the ADV). The brochure also discloses that the principal has substantial outside software development work and that the firm operates with a small client base and modest assets under management.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Demographic focus

Religious/faith focused

Fee options

Percentage

3.00% annually

Performance-based

20% of all gains above 10% hurdle rate annually with a high-water mark, charged annually in arrears

Main office location

In-Christ Asset Management, LLC

6600 Chase Oaks Boulevard,, Suite 150

Plano TX 75023, United States

Number of offices

1

Most active in

Texas

Disclosures

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

Business activities & affiliations

Quick links

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")