Churchill Financial, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 39462
- Registered since
- April 3, 1996
- Website
- www.churchillfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
Firm profile
FINTRXOverview
Churchill Financial, LLC is organized as a limited liability company with individual ownership. The firm is listed as "Unclassified" rather than under a more specific adviser subtype. Available filings indicate it is not structured as a capital allocator or a related adviser and does not self-identify as a multi-state adviser, an active ESG investor, or a pension consultant. The firm’s public profile does not include detailed descriptions of its advisory activities or client segments. That said, the limited footprint implied by the "Multi State Adviser: No" designation and its use of third‑party managers for alternative exposure suggest a model focused on managing client portfolios through outsourced investment vehicles rather than operating a broad external manager platform.
Assets & Accounts
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 Equities94%
- Cash & Cash Equivalents3%
- Derivatives1%
- Public Funds/Mutual Funds1%
- Other1%
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 8
Jacob Zollman
Vice President of InvestmentsCRD 5800295

Stacy Coartney
President and Managing PartnerCRD 1804607

John Hunter
Portfolio Manager and PrincipalCRD 2671636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
First Kentucky Securities Corp
Broker-DealerLouisville, KY
Alexander Investment Services Co
Broker-DealerLouisville, KY
Johnstone Brokerage Services, LLC
Broker-DealerLouisville, KY
Retireone Investment Services, LLC
Broker-DealerLouisville, KY
Private Client Services, LLC
Broker-DealerLouisville, KY
Lemley, Yarling & Co
Broker-DealerIndependence, KY