AdvisorCensus / Financial advisors / Kentucky / Louisville / Churchill Financial Advisors, LLC
Churchill Financial Advisors, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Churchill Financial Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Churchill Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Churchill Financial Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 19, 2026 states: Up to $5,000,000: 1.25% a year; Above $5,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Churchill Financial Advisors, LLC located?
Churchill Financial Advisors, LLC's principal office is in Louisville, KY, according to its Form ADV.
Is Churchill Financial Advisors, LLC registered with the SEC or a state?
Churchill Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333071.
How much does Churchill Financial Advisors, LLC manage?
Churchill Financial Advisors, LLC reports $522,862,170 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have Churchill Financial Advisors, LLC's assets and staff changed since 2025?
In the Form ADV data for Churchill Financial Advisors, LLC: Regulatory assets under management: $243,773,036 in the October 2025 data and $522,862,170 in the October 2026 data, up 114%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Churchill Financial Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (45).
Which custodians does Churchill Financial Advisors, LLC use?
Churchill Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Churchill Financial 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/333071
Does Churchill Financial Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 19, 2026 says: "Our firm requires a minimum account balance of $250,000 for our Asset Management service. This minimum account balance requirement is generally not negotiable"
What changed in Churchill Financial Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $243,773,036 to $522,862,170 (+114%). Registered or notice-filed in CA, ME.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 1.25% |
| Above $5,000,000 | 1% |
The brochure's wording
Assets Under Management Annual Fee Percentage On the first $5,000,000 1.25% On amounts over $5,000,000 1.00%
Account minimum: $250,000
The brochure's wording
Our firm requires a minimum account balance of $250,000 for our Asset Management service. This minimum account balance requirement is generally not negotiable
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$522,862,170 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
20 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $522,862,170 | 5 | March 19, 2026 |
| October 2025 | $243,773,036 | 5 | July 15, 2025 |
Regulatory assets under management: $243,773,036 in the October 2025 data and $522,862,170 in the October 2026 data, up 114%.
Total employees: 5 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $243,773,036 to $522,862,170 (+114%).
- Registered or notice-filed in CA, ME.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Churchill Financial Advisors, LLC (CRD 333071): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/churchill-financial-advisors-llc-louisville-ky-333071