CHILDRESS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$8.3M
Accounts
146
Employees
9
Advisory reps
5

Firm details

Headquarters
HOUSTON, Texas
CRD number
310277
Registered since
August 27, 2020
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.63%
  • Corporations / Businesses22.29%
  • Individuals0.09%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Childress Capital Advisors, LLC is an independent, SEC‑registered registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Organized as an LLC and owner‑managed, the firm offers comprehensive wealth services that combine financial planning, portfolio management for individuals, small businesses and institutions, and manager selection. Its business model also includes insurance brokerage services. The firm charges fees on a mix of percentage of AUM, hourly and fixed‑fee arrangements. Childress Capital does not position itself as an ESG investor and does not report as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 17%, Other 15%, Cash & Cash Equivalents 14%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds17%
  • Other15%
  • Cash & Cash Equivalents14%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • DANIEL ROBERTS

    Chief Compliance OfficerCRD 2208120

Contacts

3 of 4
  • Sarah Dolan

    Portfolio ManagerCRD 6701540

  • KELLEY MCKENNA

    Vice PresidentCRD 6184426

  • Robert Koort

    Portfolio ManagerCRD 2434749

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 75

Active vs passive

$188M in ETFs

Passive

68%

$129M

Active

22%

$59.5M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY HIGH DIVIDEND ETF (FDVV)FidelityPassiveLarge Value$36.2M656,04019.26%

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
952 Echo Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth