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 SEC-registered investment adviser formed in 1996 and organized as a limited liability company under individual ownership. Public reporting classifies the firm as unclassified; it does not identify itself as a multi-state adviser, an ESG-focused investor, a capital allocator, a pension consultant, or a newly formed adviser. The firm has provided limited public detail about its client segmentation, fee schedules, or day-to-day advisory activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Alesia Mullis
Chief Compliance Office and Vice President of OperationsCRD 2808635
Justin Ferguson
Chief Investment OfficerCRD 5382345
Contacts
3 of 8Teresa Hall
Assistant Vice President - OperationsCRD 2820175
Margaret Hendrix
BrokerCRD 714092
Stacy Coartney
President and Managing PartnerCRD 1804607
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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