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 an owner-operated limited liability company that has been SEC-registered since 1996. Its public filing classifies it as an individual-owned adviser rather than a multi-state or related adviser, and it does not identify as a capital allocator, pension consultant, or an active ESG investor. The firm’s classification is listed as unclassified and the record does not provide detail on specific advisory specialties or client segments.
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
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