Churchill Financial, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 39462
- Registered since
- April 3, 1996
- Website
- www.churchillfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
Firm profile
FINTRXOverview
Churchill Financial, LLC is a privately held limited liability company that has been SEC-registered since 1996. The firm is owned by an individual and is listed as an "unclassified" adviser in the source data. It is not identified as a capital allocator and does not report active ESG investing. The firm is not designated as a multi-state adviser, nor as a pension consultant or related adviser in the available records. The dataset does not provide client-segment detail, fee schedule, or a detailed list of advisory activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Equities94%
- Cash & Cash Equivalents3%
- Derivatives1%
- Public Funds/Mutual Funds1%
- Other1%
Owners & executives
2 of 2
Alesia Mullis
Chief Compliance Office and Vice President of OperationsCRD 2808635
Justin Ferguson
Chief Investment OfficerCRD 5382345
Contacts
3 of 9Teresa Hall
Assistant Vice President - OperationsCRD 2820175
Margaret Hendrix
BrokerCRD 714092
James Goetz
General Securities RepresentativeCRD 1659810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
First Kentucky Securities Corp
Broker-DealerLouisville, KY
Alexander Investment Services Co
Broker-DealerLouisville, KY
Johnstone Brokerage Services, LLC
Broker-DealerLouisville, KY
Private Client Services, LLC
Broker-DealerLouisville, KY
Retireone Investment Services, LLC
Broker-DealerLouisville, KY
Lemley, Yarling & Co
Broker-DealerIndependence, KY