CRIS Capital is a registered investment advisor offering advisory services in accordance with applicable state and federal laws. The firm is registered with the Securities and Exchange Commission (SEC) and/or state securities authorities where required. All advisory services are provided in compliance with the rules and regulations of the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

CRIS Financial is a licensed insurance agency offering insurance products and services. CRIS Financial and its agents are licensed and regulated by the National Association of Insurance Commissioners (NAIC) and state insurance departments. The insurance products offered are not registered with the SEC or subject to the same regulatory standards as investment advisory services.

The information on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or insurance products. Past performance is not indicative of future results. Investing in securities involves risk, including the potential loss of principal. Insurance products are subject to their own terms, conditions, and limitations.

For more information on the services we provide, please refer to our Form ADV Part 2, available upon request, or contact us directly.

Full Disclosure | Form ADV & CRS