Churchill Financial Advisors, LLC
Churchill Financial Advisors, LLC is an SEC-registered wealth manager in Louisville, KY with $522.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Churchill Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333071, SEC 801-131738, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $522.9M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Louisville, KY
- Employees
- 5
- Clients
- 108
- CRD
- 333071
- Ownership
- Coartney, Jonathan, Wayne; MULLIS, ALESIA, AMELIA; Coartney, Evan, Charles; FERGUSON, JUSTIN, TYLER; ZOLLMAN, JACOB, LEE
How much AUM does Churchill Financial Advisors, LLC have?
Churchill Financial Advisors, LLC reported $522.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Churchill Financial Advisors, LLC?
Disclosed owners and executives of Churchill Financial Advisors, LLC include Coartney, Jonathan, Wayne, MULLIS, ALESIA, AMELIA, Coartney, Evan, Charles, FERGUSON, JUSTIN, TYLER, ZOLLMAN, JACOB, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.