Wealth manager, wrap-program sponsor · Louisville, KY
Churchill Financial Advisors, LLC
SEC-registered investment adviser · CRD 333071 · SEC 801-131738
At a glance
Churchill Financial Advisors, LLC is an SEC-registered investment adviser based in Louisville, Kentucky, with $523 million in regulatory assets under management as of its Form ADV filed March 19, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 108 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,807th of 8,915 wealth managers and 7,648th of 17,210 SEC-registered advisers by assets.
Main office 502-895-3535churchillfa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $523M
- Rank among wealth managers
- #2,807 of 8,915
- Rank among all SEC RIAs
- #7,648 of 17,210
- Rank in Kentucky
- #35 of 85
- Individual clients
- 108
- High-net-worth clients
- 45
- Accounts
- 279
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Evan C. CoartneyMember, Vice President Accounting and Administration
- Jonathan W. CoartneyMember, Vice President Risk and Compliance
- Justin T. FergusonMember, Chief Investment Officer
- Alesia A. MullisMember, President, Chief Compliance Officer
- Jacob L. ZollmanMember, Vice President of Investments and Operations
Custody and brokerage
Broker-dealer
Hybrid RIA
Churchill Financial Advisors, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Churchill Financial, LLC.
- Churchill Financial, LLC ↗CRD 39462
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Churchill Financial as the broker-dealer its advisers are registered with.
IARs, in their concurrent capacities as registered representatives of Churchill Financial, can implement securities recommendations on the client’s behalf, for which they will receive a commission.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 45 | $512M | 98% |
| Individuals | 63 | $10M | 2% |
Disciplinary disclosures
Churchill Financial Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗churchillfa.com ↗
AtlasMembers
The full record on Churchill Financial Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,337 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Churchill Financial Advisors, LLC manage?
Churchill Financial Advisors, LLC reports $523 million in regulatory assets under management across 279 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
What kind of firm is Churchill Financial Advisors, LLC?
Churchill Financial Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Churchill Financial Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($512 million, 45 clients); individuals ($10 million, 63 clients).
Does Churchill Financial Advisors, LLC have any disciplinary history?
Churchill Financial Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Churchill Financial Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →