This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$219MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$219M

Private client RAUM

$219MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$43.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

5

Offices

1Schedule D 1.F, beyond the principal office

Accounts

938

Individual clients

393

High net worth clients

86

Custody, client assets

$0

SEC number

801-120305

CRD

165811

Filings on the tape

23

First filed

Jan 11, 2021

Latest filed

Mar 16, 2026

Organised

Corporation, TX

Website

christianfinancialadvisors.com

• Occurred

  Mar 3, 2021
  Control person joined

  Ross Shawn Peters (Chief Compliance Officer) appeared on Schedule A of Christian Financial Advisors

  Form ADVobserved 4 days ago
• Occurred

  Jan 11, 2021
  First Form ADV filing

  Cis Wealth Management Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:54348060-9fec-6f3d-acfc-9182d9ed3073

First observed

Jan 11, 2021

Last observed

Mar 16, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.