Churchill Financial, LLC

Broker-DealerFINRA MemberEst. 1996

Total AUM

—

Advisory reps

10

Avg account

$0

Firm details

Headquarters: Louisville, Kentucky
CRD number: 39462
Registered since: April 3, 1996
Website: www.churchillfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC

Firm profile

FINTRX

Overview

Churchill Financial, LLC is an SEC-registered limited liability company that has been registered since 1996 and is owned by an individual. Filing data show the firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor or a multi-state adviser. The firm reports advisory activity but provides little public detail about client segments or business lines beyond its investment exposures.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 8

Teresa Hall
Assistant Vice President - OperationsCRD 2820175
Margaret Hendrix
BrokerCRD 714092
Stacy Coartney
President and Managing PartnerCRD 1804607

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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