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
Custodians
NATIONAL FINANCIAL SERVICES LLC

Firm profile

FINTRX

Overview

Churchill Financial, LLC is a limited liability company that has been SEC-registered since 1996 and is owned by an individual. The firm is not set up as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and is not newly formed. Several standard advisory classifications (pension consultant, related adviser) are marked negative in the available data. The snapshot of activities and client-facing business lines is sparse in the provided material: no discrete client mix, fee schedule, or descriptive advisory activities were supplied. What is clear is that Churchill Financial operates as a traditional advisor entity rather than as a manager of external capital vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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 94%, Cash & Cash Equivalents 3%, Derivatives 1%, Public Funds/Mutual Funds 1%, Other 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents3%
  • Derivatives1%
  • Public Funds/Mutual Funds1%
  • Other1%

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 8
  • Jacob Zollman

    Jacob Zollman

    Vice President of InvestmentsCRD 5800295

  • Stacy Coartney

    Stacy Coartney

    President and Managing PartnerCRD 1804607

  • John Hunter

    John Hunter

    Portfolio Manager and PrincipalCRD 2671636

Unlock 5 more contacts

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

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