{
  "crd_number": 341213,
  "slug": "childress-and-co-llc-341213",
  "primary_business_name": "CHILDRESS & CO LLC",
  "legal_name": "CHILDRESS & CO LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-23",
  "carried_forward": false,
  "raum_total": 120288481.0,
  "raum_discretionary": 120288481.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 11353791.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 50070516.0,
      "count": 17
    },
    "pooled_investment_vehicles": {
      "raum": 58864174.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX",
    "WY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341213",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/childress-and-co-llc-341213",
  "display_name": "Childress & Co LLC",
  "summary": "Childress & Co LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 23, 2026.",
  "citation": "AdvisorCensus. Childress & Co LLC (CRD 341213): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Childress & Co LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Childress & Co LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Childress & Co LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 23, 2026 states: Flat fee: $100 a year (Three trust accounts of immediate family members). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Childress & Co LLC registered with the SEC or a state?",
      "a": "Childress & Co LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341213."
    },
    {
      "q": "How much does Childress & Co LLC manage?",
      "a": "Childress & Co LLC reports $120,288,481 in regulatory assets under management in its Form ADV filing dated August 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Childress & Co LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (17); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Childress & Co LLC use?",
      "a": "Childress & Co LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC, J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Childress & Co LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341213"
    },
    {
      "q": "Does Childress & Co LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 23, 2026 says: \"Minimum Account Size $500,000\" \"The minimum dollar value for establishing an advisory account is generally $500,000, although we may accept lesser amounts at our discretion.\""
    },
    {
      "q": "What changed in Childress & Co LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $0 to $120,288,481. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $120,288,481.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $100 a year (Three trust accounts of immediate family members)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Minimum Account Size   $500,000",
          "The minimum dollar value for establishing an advisory account is generally $500,000, although we may accept lesser amounts at our discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $100 a year (Three trust accounts of immediate family members)"
        ],
        "quotes": [
          "Three trust accounts of immediate family members are charged a fixed annual fee of $100."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 100.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Three trust accounts of immediate family members"
        }
      ]
    },
    "quotes": [
      "Minimum Account Size   $500,000",
      "The minimum dollar value for establishing an advisory account is generally $500,000, although we may accept lesser amounts at our discretion.",
      "Three trust accounts of immediate family members are charged a fixed annual fee of $100."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/childress-and-co-llc-341213.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 50070516.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 58864174.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 11353791.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341213",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}