Institutional
    SEC Registered

    Churchill Investment Management, LLC

    Registered investment advisor · Charlotte, North Carolina · CRD #305060

    Assets Under Management
    $12.1B
    Client Accounts
    8
    Employees
    101
    CRD Number
    305060
    Registration
    SEC Registered

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

    About Churchill Investment Management, LLC

    Churchill Investment Management, LLC is a registered investment advisory firm based in Charlotte, NC, managing $10 billion in assets. It offers portfolio management services and charges fees based on assets and performance. Established in 2018, it focuses on real estate investments.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Churchill Investment Management, LLC

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    Frequently Asked Questions

    What is Churchill Investment Management, LLC's AUM?

    Churchill Investment Management, LLC reports approximately $12.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Churchill Investment Management, LLC headquartered?

    Churchill Investment Management, LLC is headquartered in Charlotte, North Carolina.

    What is Churchill Investment Management, LLC's CRD number?

    Churchill Investment Management, LLC's CRD number is 305060. 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 Investment Management, LLC manage?

    Churchill Investment Management, LLC manages approximately 8 client accounts according to its latest SEC filing.

    Is Churchill Investment Management, LLC SEC registered?

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

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