Childress & Co LLC
Firm details
- Headquarters
- ,
- CRD number
- 341213
- Registered since
- May 12, 2026
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles48.94%
- HNWI41.63%
- Charitable Organizations9.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Childress & Co LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. Ownership is held by an individual and the firm positions itself as a capital allocator that serves both individual/family and institutional clients. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Advisory services include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The firm also sponsors and serves as a general partner/managing member of pooled vehicles, indicating it both allocates to outside managers and operates its own pooled investment structures. Childress & Co does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents19%
- Private Funds5%
- US Government Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Goldberg Financial Advisors, LLC
RIAEl Segundo, CA
Stonefield Investment Advisory, Inc.
RIACedar Rapids, IA
Dachtler Wealth Advisors, LLC
RIAFolsom, CA
Western Reserve Capital Management, LLC
RIAHudson, OH
Weber Capital Management LLC
RIANewton, MA
Worcester Advisors
RIAWorcester, MA