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Sarah Caitlin Dolan

Childress Capital Advisors, LLC

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About Sarah Caitlin Dolan

Sarah Caitlin Dolan is a financial advisor at Childress Capital Advisors, LLC. Sarah has been in the industry since October 2016 and has a Series 7, 66, and SIE license. Sarah holds the Chartered Financial Analyst designation and has experience working with high-net-worth individuals, corporations, and other businesses. Prior to joining Childress Capital Advisors, LLC, Sarah worked at BBVA Securities Inc. and Compass Bank. Sarah's areas of expertise include financial planning, portfolio management, and selection of other advisors.

Firm Information

Sarah Dolan is currently registered with Childress Capital Advisors, LLC. Childress Capital Advisors, LLC is a Houston, Texas-based investment advisor firm specializing in portfolio management for individuals, high-net-worth individuals, and businesses. They also offer financial planning and selection of other advisors services. The firm has 336 total accounts with $742,105,382 in regulatory assets under management.
Childress Capital Advisors, LLC

952 ECHO LANE

HOUSTON, TX 77024

$742.11M

Assets Under Management

2

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Sarah Dolan’s Registration & Firm History

TX

02/12/2025 - Present

Childress Capital Advisors, LLC (HOUSTON TX)

TX

10/24/2016 - 07/23/2020

BBVA SECURITIES INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 02/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Caitlin Dolan.
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