Churchill Financial Advisors, LLC

RIASEC Registered
Total AUM
$523M
Discretionary
$523M
100% of AUM
Avg account
$1.9M
Accounts
279
Employees
5
Advisory reps
5

Firm details

Headquarters
Louisville, Kentucky
CRD number
333071
Registered since
January 2, 2025
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.02%
  • Individuals1.98%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Churchill Financial Advisors, LLC is an SEC-registered investment adviser (registered in 2025) organized as an individual-owned limited liability company that serves primarily individual and family clients on a fee basis tied to assets under management. The firm is classified as a non-independent retail RIA and provides portfolio management for individuals and small businesses as well as for business or institutional clients. It reports a broker-dealer affiliation, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Churchill runs discretionary portfolios with a clear tilt toward equity exposure (see holdings and asset mix below) and uses percentage-of-AUM fees. The firm’s profile indicates a traditional wealth-management orientation rather than a role as an allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 23%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%, Private Funds 1%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds23%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Justin Ferguson

    Justin Ferguson

    Chief Investment OfficerCRD 5382345

  • Alesia Mullis

    Alesia Mullis

    Chief Compliance Office and Vice President of OperationsCRD 2808635

Contacts

3 of 3
  • Jacob Zollman

    Jacob Zollman

    Vice President of InvestmentsCRD 5800295

  • Evan Coartney

    VP AccountingCRD 7661566

  • Jonathan Coartney

    Jonathan Coartney

    Vice PresidentCRD 7682055

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 60

Active vs passive

$153M in ETFs

Passive

98%

$149M

Active

0%

$3.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$29.5M38,46419.29%

Location

Primary office

Louisville, KY

Jefferson

Location

Louisville, KY

Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
Jefferson
Address
312 Whittington Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth