# Childress Capital Advisors, LLC

> Childress Capital Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 310277
- Filed as: CHILDRESS CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310277
- AdvisorCensus page: https://advisorcensus.com/firm/childress-capital-advisors-llc-houston-tx-310277

## Quick answers

**How is Childress Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Childress Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Childress Capital Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated April 28, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Childress Capital Advisors, LLC located?**
Childress Capital Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Childress Capital Advisors, LLC registered with the SEC or a state?**
Childress Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310277.

**How much does Childress Capital Advisors, LLC manage?**
Childress Capital Advisors, LLC reports $1,205,051,875 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Childress Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Childress Capital Advisors, LLC: Regulatory assets under management: $399,029,836 in the October 2021 data and $1,205,051,875 in the October 2026 data, up 202%. Total employees: 3 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Childress Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (122); corporations or other businesses not listed above (18); individuals (other than high net worth individuals) (6).

**Which custodians does Childress Capital Advisors, LLC use?**
Childress Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Childress Capital Advisors, 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/310277

**Does Childress Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 28, 2026 says: "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Childress Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 3. Regulatory assets under management went from $826,195,365 to $1,205,051,875 (+46%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our annual fee ranges up to 1.0% annually and is assessed and/or charged quarterly in arrears, based on the daily average balance value.

- Account minimum: None

> The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $1,205,051,875
- Discretionary: $1,205,051,875
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,035,988 |
| High net worth individuals | 122 | $935,465,475 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 18 | $268,550,412 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- childressca.com
- LinkedIn @CHILDRESS-CAPITAL-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $399,029,836 | 3 | September 9, 2021 |
| October 2022 | $601,164,940 | 6 | July 1, 2022 |
| October 2023 | $687,205,665 | 6 | March 28, 2023 |
| October 2024 | $742,105,382 | 6 | March 28, 2024 |
| October 2025 | $826,195,365 | 8 | March 27, 2025 |
| October 2026 | $1,205,051,875 | 9 | April 28, 2026 |

Regulatory assets under management: $399,029,836 in the October 2021 data and $1,205,051,875 in the October 2026 data, up 202%.
Total employees: 3 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 3.
- Regulatory assets under management went from $826,195,365 to $1,205,051,875 (+46%).

### December 2025
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Childress Capital Advisors, LLC (CRD 310277): Form ADV filing data as of October 2026.