|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Churchill Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 333071 |
| SEC # | 801-131738 |
| CIK # | |
| AUM | $243.8 M (2025-07-15) |
| Employees | 5 (60% Investors, 100% Brokers) |
| Phone | 502-895-3535 |
| Address | 312 Whittington Parkway Louisville, KY 40222-4925 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 6.2 |
| (b) Individuals (high net worth individuals) | 25 | 237.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 243.8 |
| By Discretionary | ||
| Discretionary | 160 | 243.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 243.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.8 | |
| Total | 160 | 243.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Teramo Advisors LLC
✚
|
FL | 0.2 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.2 |
|
Kaizen Financial Advisors LLC
✚
|
WA | 0.2 |
|
Unison Asset Management LLC
✚
|
FL | 0.2 |
|
McBrearty Capital Management Inc
✚
|
TN | 0.2 |
|
Spectra Investment Management LLC
✚
|
FL | 0.2 |
|
Capital Financial Planners LLC
✚
|
OR | 0.2 |
|
Bancolombia Capital Advisers LLC
✚
|
FL | 0.2 |
|
PFC Capital Group Inc
✚
|
CA | 0.2 |
|
Vestment Financial LLC
✚
|
MN | 0.2 |