Childress Capital Advisors, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 310277
- Registered since
- August 27, 2020
- Website
- childressca.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.63%
- Corporations / Businesses22.29%
- Individuals0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Childress Capital Advisors, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2020. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and manager selection services. Its business model also includes insurance brokerage. Compensation is delivered through asset-based fees as well as hourly and fixed-fee arrangements. The firm does not identify as an ESG investor and is owned by an individual.
Assets & Accounts
Public Holdings
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 Equities49%
- Public Funds/Mutual Funds17%
- Other15%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Daniel Roberts
Chief Compliance OfficerCRD 2208120
Contacts
3 of 4Sarah Dolan
Portfolio ManagerCRD 6701540
Kelley Mckenna
Vice PresidentCRD 6184426
Robert Koort
Portfolio ManagerCRD 2434749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$228M in ETFs
68%
$155M
23%
$72.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY HIGH DIVIDEND ETF (FDVV) | Fidelity | Passive | Large Value | $39.9M | 661,037 | 17.49% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 952 Echo Ln
- Time zone
- CT (UTC-6)
- Office locations
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