CHURCHILL FINANCIAL, LLC

Broker-DealerFINRA MemberEst. 1996

Total AUM

—

Advisory reps

11

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 investment adviser formed as a limited liability company and operating since 1996. The firm is owned by an individual and is not identified as a capital allocator; its filings indicate it manages client assets on a discretionary basis. It does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

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 9

TERESA HALL
Assistant Vice President - OperationsCRD 2820175
MARGARET HENDRIX
BrokerCRD 714092
JAMES GOETZ
General Securities RepresentativeCRD 1659810

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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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