Churchill Financial, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Louisville, Kentucky
CRD number
39462
Registered since
April 3, 1996
Custodians
NATIONAL FINANCIAL SERVICES LLC

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 3%, Derivatives 1%, Public Funds/Mutual Funds 1%, Other 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents3%
  • Derivatives1%
  • Public Funds/Mutual Funds1%
  • Other1%

Owners & executives

2 of 2
  • Justin Ferguson

    Justin Ferguson

    Chief Investment OfficerCRD 5382345

  • Alesia Mullis

    Alesia Mullis

    Chief Compliance Office and Vice President of OperationsCRD 2808635

Contacts

3 of 8
  • Jacob Zollman

    Jacob Zollman

    Vice President of InvestmentsCRD 5800295

  • Stacy Coartney

    Stacy Coartney

    President and Managing PartnerCRD 1804607

  • John Hunter

    John Hunter

    Portfolio Manager and PrincipalCRD 2671636

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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