Christopher John Hitzman
Financial advisor at Waverly Advisors, LLC · Birmingham, AL
Last updated 2026-10-10
Claim your profileChristopher John Hitzman is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, CRD 4288522. Licenses and exams on the registration: Series 63. IAPD registration began 2006-02-15.
Registration
- CRD number
- 4288522
- Registration status
- Active
- IAPD registration
- 2006-02-15
- Industry Experience
- 20 years
- Work Experience
- 12 years
- States registered
- LA
Licenses and exams
- Series 63
Work history
- 2014-01 to 2020-07 · Ameriprise Financial Services, Inc. · Mandeville, LA
- 2020-07 to 2026-04 · Truwealth Advisors, LLC · Mandeville, LA
- 2020-07 to 2024-02 · Purshe Kaplan Sterling Investments · Albany, NY
- 2026-04 to Present · Waverly Advisors, LLC · Birmingham, AL
Current employment
- Waverly Advisors, LLC · Birmingham, AL
Waverly Advisors, LLC
- Regulatory AUM
- $29,872,072,116
- Registered advisors
- 231
- Offices
- 65
- Clients per advisor
- 59.3 (Moderate)
- Average AUM per client
- $2.2M (Low)
- High-net-worth client ratio
- 31.4% (Moderate)
Waverly Advisors, LLC: advisors, services and reported ETF investments
About
Christopher John Hitzman is a financial advisor at Waverly Advisors, LLC in Birmingham, AL. Reported securities licenses include Series 63. The latest record indicates 20 years of industry experience and 12 years of reported work history. Reported roles include Truwealth Advisors, LLC, Purshe Kaplan Sterling Investments, Ameriprise Financial Services, Inc..
SEC disclosures list additional business and community activities: 1) Fixed Insurance; Investment Related; Truwealth Advisors Office Location(s); Fixed / Traditional Insurance; Agent; Start 7/2020; 8hrs/mo All Hrs During Trading Hours; Sell Insurance Products.
Waverly Advisors, LLC's firm-level Form ADV reports 231 advisors across 65 offices; approximately 59.3 clients per advisor, average assets per client of $2,182,195, and regulatory AUM of $29.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $10.6B across 676 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Christopher John Hitzman personally.
Reported ETF positions
Waverly Advisors reports 676 ETF positions worth $10.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $972M |
| VUG — Vanguard Morningstar Growth ETF | $411M |
| VIG — Vanguard Div Appreciation ETF | $324.5M |
| AVUV — Avantis U.S. Small Cap Value ETF | $224.8M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $222M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Waverly Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $7.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $17.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $9.9M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $9.4M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Waverly Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Accountant or Accounting Firm
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
600 University Park Place, Birmingham, AL 35209
231 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 205-871-3334
- Website: waverly-advisors.com
- Youtube
Official record
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