# Childress & Co LLC

> 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.

- CRD: 341213
- Filed as: CHILDRESS & CO LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341213
- AdvisorCensus page: https://advisorcensus.com/firm/childress-and-co-llc-341213

## Quick answers

**How is Childress & Co LLC compensated?**
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.

**How much does Childress & Co LLC charge?**
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.

**Is Childress & Co LLC registered with the SEC or a state?**
Childress & Co LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341213.

**How much does Childress & Co LLC manage?**
Childress & Co LLC reports $120,288,481 in regulatory assets under management in its Form ADV filing dated August 23, 2026 (100% discretionary).

**What types of clients does Childress & Co LLC serve?**
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).

**Which custodians does Childress & Co LLC use?**
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.

**Does Childress & Co LLC report any disciplinary disclosures?**
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

**Does Childress & Co LLC state an account minimum?**
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."

**What changed in Childress & Co LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 23, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: $100 a year (Three trust accounts of immediate family members)

> Three trust accounts of immediate family members are charged a fixed annual fee of $100.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- J.P. Morgan Securities LLC
- Merrill Lynch, Pierce, Fenner & Smith Incorporated

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.

### Regulatory assets under management (Item 5.F)
- Total: $120,288,481
- Discretionary: $120,288,481
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 17 | $50,070,516 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $58,864,174 |
| Charitable organizations | Fewer than 5 | $11,353,791 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $120,288,481.
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Childress & Co LLC (CRD 341213): Form ADV filing data as of October 2026.