Mathew
Ramey

Christy Capital Management, Inc

CRD#7060329
Investment Advisor
in Macon, GA

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About this Advisor

Mathew Ramey is a financial advisor operating out of Macon, Georgia with a total of 3 years of industry experience. Ramey is an advisor for Christy Capital Management, Inc. Throughout their career, they have worked at Christy Capital Management, Inc, Navicent Health, Lowes, First Evangelical Chuch, M&W Heating And Air and Indiana Wesleyan Universtiy. Ramey maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Georgia and Texas. Christy Capital Management, Inc is a company that has its headquarters in Macon, GA. The investment advisory business has a total of 21 financial advisors. It oversees $227 million in assets between its 898 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 898 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Christy Capital Management, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types charged by Christy Capital Management, Inc likely include asset-based and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Office Location

2939 Mcmanus Road
Macon, GA 31220

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Christy Capital Management, Inc Brokerage Details

Total Assets Under Management

$227,085,279

GA Average: $3,570,121,308
Total Number of Employees

21

GA Average: 58
Total Number of Accounts

898

GA Average: 1,608
Average Account Size

$252,879

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Mathew Ramey Work History

Mathew has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Christy Capital Management, Inc

2016 - 2018 (2 years)

Navicent Health

2015 - 2015 (< 1 year)

Lowes

2014 - 2014 (< 1 year)

First Evangelical Chuch

2013 - 2013 (< 1 year)

M&W Heating And Air

2012 - 2016 (4 years)

Indiana Wesleyan Universtiy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mathew Ramey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Christy Capital Management, Inc

Owen Freel
Macon, GA
Mathew Ramey
Macon, GA
Amanda Howell
Macon, GA
Michelle Dykes
Macon, GA
Joe Mathews
Macon, GA
Brandon Christy
Macon, GA
Samuel Gaston
Macon, GA
Melvin Stubbs
Macon, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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