Churchill Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 19, 2026, reports $523M in regulatory assets under management, 5 employees, and 279 accounts.
Assets Under Management
$523M
Employees
5
Offices
--
Total Clients
108
Primary office
LOUISVILLE, KY
312 WHITTINGTON PARKWAY, SUITE 201, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
63
2
HNWI
41.7%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$523Mas of March 19, 2026
Discretionary100.0%
$523M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$523M
Total Accounts279
10Y AUM Change+$523M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee22:1
10Y Employee Change0 (0.0%)
* 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.