Church Capital
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
FINTRXOverview
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
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 Equities100%
Contacts
1 of 1
Patrick Church
Managing MemberCRD 1976742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mcdowell Associates Investments, LP
RIAGreensburg, PA
Alaska Wealth Management
RIAAnchorage, AK
Deemer Wealth Management LLC
RIAGoodwin Asset Management Inc.
RIAHinsdale, IL
BOS Taurus
RIAAbaya Wealth Management LLC
RIABuffalo, NY