Wealth Manager
    SEC Registered

    Churchill Financial Advisors, LLC

    Registered investment advisor · Louisville, Kentucky · CRD #333071

    Assets Under Management
    $523M
    Client Accounts
    279
    Employees
    5
    CRD Number
    333071
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Churchill Financial Advisors, LLC

    For a listing of firm and Investment Advisory Representatives registrations, please contact Churchill Financial Advisors, LLC at 502-895-3535. address. 312 ... Detailed Profile of CHURCHILL FINANCIAL ADVISORS, LLC portfolio of holdings. SEC Filings include 13F quarterly reports, 13D/G events and more. Learn more about financial advisors at Churchill Financial Advisors LLC with the US News Advisor Finder.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Churchill Financial Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Churchill Financial Advisors, LLC's AUM?

    Churchill Financial Advisors, LLC reports approximately $523M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Churchill Financial Advisors, LLC headquartered?

    Churchill Financial Advisors, LLC is headquartered in Louisville, Kentucky.

    What is Churchill Financial Advisors, LLC's CRD number?

    Churchill Financial Advisors, LLC's CRD number is 333071. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Churchill Financial Advisors, LLC manage?

    Churchill Financial Advisors, LLC manages approximately 279 client accounts according to its latest SEC filing.

    Is Churchill Financial Advisors, LLC SEC registered?

    Yes, Churchill Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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