Founded in 2020 and owned by Don Childress II, Childress Capital Advisors provides investment management and financial planning. Portfolios may hold individual stocks and bonds, mutual funds, alternative investments, and accounts managed by outside advisers. Outside-manager fees are generally additional, and some planning, consulting, and reporting services may be billed separately.
Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $1.2 billion
- Average High-Net-Worth Client Portfolio Size
- $7.7 million
Recent Rankings
Fee Disclosure
Source: ADV 2A DISCLOSURE BROCHURE 4.15.2026 (2026-04-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 77.63%
- Number of High-Net-Worth Clients
- 122
- Total Client Accounts
- 146
- Discretionary Accounts
- 146
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 310277
- ADV 2A DISCLOSURE BROCHURE 4.15.2026 (2026-04-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗