Childress Capital Advisors, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$8.3M

Accounts

146

Employees

Advisory reps

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

FINTRX

Overview

Childress Capital Advisors, LLC is an independently owned registered investment adviser that began SEC registration in 2020. The firm serves both high-net-worth individuals and families as well as institutional clients, combining advice and portfolio management with insurance brokerage capabilities. Advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as a capital allocator and does not list ESG integration as an active part of its investment process.