|
⚲
|
| Keyboard |
| Churchill Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 333071 |
| SEC # | 801-131738 |
| CIK # | 0002095935 |
| AUM | 522.9 M (2026-03-19) |
| Employees | 5 (60% Investors, 100% Brokers) |
| Phone | 502-895-3535 |
| Address | 312 Whittington Parkway Louisville, KY 40222-4925 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 113.0 | ||
| Apple Inc | 27.3 | ||
| Applied Materials Inc /DE | 20.6 | ||
| Microsoft Corp | 14.7 | ||
| Alphabet Inc | 13.6 | ||
| Goldman Sachs Group Inc | 10.8 | ||
| Costco Wholesale Corp /NEW | 10.3 | ||
| International Business Machines Corp | 9.5 | ||
| Caterpillar Inc | 9.3 | ||
| Oracle Corp | 8.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 10.4 |
| (b) Individuals (high net worth individuals) | 45 | 512.5 |
| (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 | 279 | 522.9 |
| By Discretionary | ||
| Discretionary | 279 | 522.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 522.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.9 | |
| Total | 279 | 522.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002095935] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 2549004HEH0S2XKO3N63 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 524.4 M |
|
Denver PWM LLC
✚
|
CO | 524.4 M |
|
Pathway Financial Advisers LLC
✚
|
IN | 524.2 M |
|
Conifer Investments Ltd
✚
|
CT | 524.0 M |
|
DLK Investment Management
✚
|
CA | 524.0 M |
|
Convergence Investment Partners LLC
✚
|
FL | 523.6 M |
|
Financial Gravity Asset Management Inc
✚
|
TX | 523.4 M |
|
Evergreen Advisors LLC
✚
|
TN | 522.8 M |
|
Delta Wealth Management
✚
|
522.5 M | |
|
Andrew Garrett Inc
✚
|
NY | 521.3 M |