Churchill Financial Advisors, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 333071
- Registered since
- January 2, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.02%
- Individuals1.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Churchill Financial Advisors, LLC is a privately owned limited liability company registered with the SEC in 2025 and operates as a non-independent retail RIA. The firm manages portfolios primarily for individual and family clients and also offers portfolio management services for smaller businesses and institutional/business clients. Its advisory fees are charged as a percentage of assets under management. Churchill is affiliated with a broker-dealer, is not positioned as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser.
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%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Justin Ferguson
Chief Investment OfficerCRD 5382345
Alesia Mullis
Chief Compliance Office and Vice President of OperationsCRD 2808635
Contacts
3 of 3
Jonathan Coartney
Vice PresidentCRD 7682055
Jacob Zollman
Vice President of InvestmentsCRD 5800295
Evan Coartney
VP AccountingCRD 7661566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$146M in ETFs
98%
$143M
0%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26M | 34,653 | 17.75% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 312 Whittington Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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