Christi Van Rite
White River Investments · Austin, Texas
Christi Van Rite is a fee-only financial advisor at White River Investments in Austin, Texas. White River Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | White River Investments |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $23.6M across 117 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 4946835 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Christi's firm compares
- White River Investments's average account is about $201,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Christi
Is Christi Van Rite a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christi holds no broker registration, and White River Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christi charge for financial advice?
Christi's firm, White River Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Christi Van Rite based?
Christi Van Rite is based in Austin, Texas.
Is Christi Van Rite registered with the SEC?
Yes. Christi Van Rite is registered as an investment adviser representative in CO and TX (CRD 4946835), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does White River Investments manage?
White River Investments reports $23.6M across 117 accounts in assets under management.
How do I contact Christi Van Rite?
Contact details aren't on file yet. Search for White River Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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