Firm profile

CHANNING GLOBAL ADVISORS, LLC

FORT LAUDERDALE, FLCRD 290893Latest ADV March 27, 2026

Channing Global Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 27, 2026, reports $1.1B in regulatory assets under management, 8 employees, 1 office, and 37 accounts.

Assets Under Management
$1.1B
Employees
8
Offices
1 office
Total Clients
33
Primary office
FORT LAUDERDALE, FL
500 E. BROWARD BLVD, SUITE 1135, FORT LAUDERDALE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSidney G. Wigfall
CIOJosephine S. Jimenez

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentCharitable represent 48.5% of total clients.
Top client categories% of clientsClients
1
Charitable
48.5%
16
2
Government
27.3%
9
3
RELATED-PERSON EMPLOYEE ACCOUNTS (LEGACY)
15.2%
5
4
Pooled Investment Vehicles
9.1%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 27, 2026
Discretionary95.8%
$1.1B
96% of total RAUM95.8%
Non-discretionary4.2%
$46M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts37
10Y AUM Change+$1.1B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee4:1
10Y Employee Change+5 (+166.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.