National Christian Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,327,827
Clients
65
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$128,120
About
National Christian Financial Advisors, Inc. serves individuals as well as pension plans, corporations and other institutional clients, offering portfolio management, financial planning, qualified plan consulting, and online advisory services through an interactive website and the Betterment for Advisors platform. It also acts as a sub-adviser and provides selection and monitoring of third‑party advisers for other money managers and advisors.
The firm says it follows an active, risk‑control oriented investment approach that emphasizes value, safety, and quality while tailoring asset allocations to each client’s objectives and time horizon. It offers faith‑based model portfolios that apply screening and engagement processes—including combined Judeo‑Christian, Catholic, and Shariah‑compliant (Islamic) guidelines—and uses third‑party screening tools and digital portfolio management to implement and monitor those strategies.
Compared with peers, the firm is notable for providing portfolio management and formal sub‑advisory services to institutional and other adviser clients despite operating as a single‑advisor independent firm. It also combines a hybrid service model (personalized in‑person advisory work alongside automated Betterment-based services) and maintains additional business activities such as soliciting real estate lenders and offering investment banking solutions, which introduce separate revenue sources and potential conflicts disclosed in its brochure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Demographic focus
Religious/faith focused
Fee options
Financial planning flat fees ranging from $100 to $1,350 for annual plans; modular planning fees from $150 to $20,000 depending on service; monthly fees for checkbook maintenance $20-$30
$0 - $49,999: 0.90% $50,000 - $99,999: 0.58% $100,000 - $249,999: 0.47% $250,000 - $499,999: 0.41% $500,000+: 0.38%
Up to $200 per hour; minimum $400 for hourly planning
Performance fee of 20% of gains above high water mark charged by Third-Party Adviser Global Value Investment Corp., with Firm receiving 40% of that fee; available to qualified clients
Financial planning monthly fee option $10/month; Comprehensive Financial Plan monthly payments $35/month; Non-discretionary qualified plan consulting monthly fees ranging from $25 to $275 based on account size; Retainer fees $35 to $250 per month for subsequent years
Main office location
National Christian Financial Advisors, Inc.
Douglasville GA, United States
Number of offices
1
Most active in
National Christian Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Connecticut · Georgia · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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