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Churchill Financial, LLC

Headquartered in LOUISVILLE, KY

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Firm Information

Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

Churchill Financial, LLC

$281.57M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CHURCHILL FINANCIAL, LLC has a total of 2 branch locations across the country.
location

LOUISVILLE, KY

location

Anchorage, KY

Advisors at Churchill Financial, LLC

View All 10 Advisors
Unclaimed
Alesia Amelia Mullis

RA

LOUISVILLE, KY

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Jacob Lee Zollman

CFP®, CFA®, RA

LOUISVILLE, KY

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Stacy Wayne Coartney

RA

LOUISVILLE, KY

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Unclaimed
Diana Leigh Douglas

LOUISVILLE, KY

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Unclaimed
Evan Charles Coartney

CFP®, RA

LOUISVILLE, KY

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Jonathan Wayne Coartney

RA

LOUISVILLE, KY

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Unclaimed
Justin Tyler Ferguson

CFA®, RA

LOUISVILLE, KY

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James Gerard Goetz

LOUISVILLE, KY

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Disclosures

There are no public disclosures for Churchill Financial, LLC.

Frequently Asked Questions (10)

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