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Member, Vice President Accounting and Administration · Churchill Financial Advisors, LLC

Evan C. Coartney

CRD 7661566 · Named on Form ADV at one SEC-registered adviser

At a glance

Churchill Financial Advisors, LLC, an SEC-registered wealth manager based in Louisville, KY with $523 million in regulatory assets, lists Evan C. Coartney on its Form ADV as Member, Vice President Accounting and Administration, a control person.

Firms and roles

AtlasMembers

Evan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jonathan W. CoartneyMember, Vice President Risk and Compliance, Churchill Financial Advisors, LLC
  • Justin T. FergusonMember, Chief Investment Officer, Churchill Financial Advisors, LLC
  • Alesia A. MullisMember, President, Chief Compliance Officer, Churchill Financial Advisors, LLC
  • Jacob L. ZollmanMember, Vice President of Investments and Operations, Churchill Financial Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Evan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.