Overview
Assets Under Management: $742 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 313
Average Client Assets: $2 million
Frequently Asked Questions
CHILDRESS CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310277), CHILDRESS CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CHILDRESS CAPITAL ADVISORS, LLC is headquartered in HOUSTON, TX.
CHILDRESS CAPITAL ADVISORS, LLC serves 313 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, CHILDRESS CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CHILDRESS CAPITAL ADVISORS, LLC manages $742 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, CHILDRESS CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 313
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 336
Discretionary Accounts: 336
Regulatory Filings
CRD Number: 310277
Last Filing Date: 2025-02-03 00:00:00
Website: https://pattentraining.com