Churchill Investment Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$12.1B
Discretionary
$12.1B
100% of AUM
Avg account
$1.5B
Accounts
8
Employees
101
Advisory reps
6

Firm details

Headquarters
Charlotte, North Carolina
CRD number
305060
Registered since
May 7, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.95%
  • Other0.05%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Churchill Investment Management, LLC is an SEC-registered institutional RIA organized as an LLC. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its compensation arrangements include a percentage-of-AUM fee schedule and performance-based fees, alongside other fee arrangements. Churchill reports it is not an active ESG investor and does not identify as a multi-state adviser or pension consultant. It is not classified as a capital allocator in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Anthony Cardiero

    Chief Financial OfficerCRD 7892949

Contacts

3 of 5
  • Derrick Land

    Derrick Land

    Managing PartnerCRD 5885946

  • Sorabh Maheshwari

    Sorabh Maheshwari

    Managing PartnerCRD 4206058

  • Stephen Masters

    Stephen Masters

    Managing PartnerCRD 5926141

Unlock 2 more contacts

Wealth teams

FINTRX

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

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
1415 Vantage Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth