Overview
Assets Under Management: $523 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 45
Average Client Assets: $11.4 million
Frequently Asked Questions
CHURCHILL FINANCIAL 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 #333071), CHURCHILL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CHURCHILL FINANCIAL ADVISORS, LLC is headquartered in LOUISVILLE, KY.
CHURCHILL FINANCIAL ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, CHURCHILL FINANCIAL ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CHURCHILL FINANCIAL ADVISORS, LLC manages $523 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, CHURCHILL FINANCIAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.02%
Average Client Assets: $11.4 million
Total Client Accounts: 279
Discretionary Accounts: 279
Regulatory Filings
CRD Number: 333071
Filing ID: 2065209
Last Filing Date: 2026-03-19 14:19:59