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, SEC‑registered registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Organized as an LLC and owner‑managed, the firm offers comprehensive wealth services that combine financial planning, portfolio management for individuals, small businesses and institutions, and manager selection. Its business model also includes insurance brokerage services. The firm charges fees on a mix of percentage of AUM, hourly and fixed‑fee arrangements. Childress Capital does not position itself as an ESG investor and does not report as a multi‑state adviser.
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 1DANIEL 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 75Active vs passive
$188M in ETFs
68%
$129M
22%
$59.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY HIGH DIVIDEND ETF (FDVV) | Fidelity | Passive | Large Value | $36.2M | 656,040 | 19.26% |
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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