Childress & Co LLC

RIASEC Registered
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$2.2M
Accounts
54
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Cash & Cash Equivalents 19%, Private Funds 5%, US Government Bonds 2%, Public Funds/Mutual Funds 1%73%
  • Exchange Traded Equities73%
  • Cash & Cash Equivalents19%
  • Private Funds5%
  • US Government Bonds2%
  • Public Funds/Mutual Funds1%

Owners & executives

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Contacts

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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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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth