CHURCHILL FINANCIAL ADVISORS, LLC

Overview

Churchill Financial Advisors, LLC is a fee-based wealth manager that concentrates on portfolio management for individuals, families, small businesses and institutional clients. The firm runs a predominantly equity-oriented strategy, with a clear preference for exchange-traded equities and ETFs as the core building blocks of client portfolios. Its business model is percentage-of-AUM advisory work rather than running pooled capital as a capital allocator. Churchill’s client mix and product choices point to a traditional private wealth approach: customized separate account management, blended use of mutual funds and ETFs for diversified exposure, and selective allocations to third-party alternative managers in real asset and energy sectors. The firm is not an active ESG investor and operates as a broker-dealer affiliate while focusing on bespoke portfolio construction rather than pension consulting or large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices