Church Capital

RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$1.1M
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
167443
Custodians
CUSTODIAN, CUSTODIAN
Fee structure
Percentage of AUM
Client types
  • Individuals60.87%
  • Pension & Profit Sharing Plans39.13%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Church Capital is a small, sole-proprietorship advisory firm owned by an individual and positioned to serve both high-net-worth individuals/families and some institutional clients. The firm charges a percentage-of-AUM fee and lists portfolio management for individuals and small businesses plus pension consulting among its advisory services. It does not describe itself as an active ESG investor and is not registered as a multi-state adviser. Church Capital’s operating profile is compact and equity-oriented: the firm reports a clear preference for exchange-traded equities as its primary vehicle for client portfolios. The business is run at the individual-owner level rather than as a multi-partner RIA or a broker-dealer affiliate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Patrick Church

    Patrick Church

    Managing MemberCRD 1976742

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth