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CHURCHILL FINANCIAL ADVISORS, LLC
CRD 333071 · SEC 801-131738
312 WHITTINGTON PARKWAY, SUITE 201, LOUISVILLE, KY, 40222-4925, United States
Phone
502-895-3535
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$522.9M
Discretionary AUM
$522.9M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $10.4M |
| High net worth individuals | 45 | $512.5M |
States served
AL, AR, CA, DE, DC, GA, IL, IN, KY, LA, ME, NE, NM, NC, OH, OK, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD