Churchill Financial Advisors, LLC

Overview

Churchill Financial Advisors, LLC is an SEC-registered investment adviser (registered in 2025) organized as an individual-owned limited liability company that serves primarily individual and family clients on a fee basis tied to assets under management. The firm is classified as a non-independent retail RIA and provides portfolio management for individuals and small businesses as well as for business or institutional clients. It reports a broker-dealer affiliation, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Churchill runs discretionary portfolios with a clear tilt toward equity exposure (see holdings and asset mix below) and uses percentage-of-AUM fees. The firm’s profile indicates a traditional wealth-management orientation rather than a role as an allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives