{
  "crd_number": 305060,
  "slug": "churchill-investment-management-llc-charlotte-nc-305060",
  "primary_business_name": "CHURCHILL INVESTMENT MANAGEMENT LLC",
  "legal_name": "CHURCHILL INVESTMENT MANAGEMENT LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-07",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-21",
  "carried_forward": false,
  "raum_total": 12143283506.0,
  "raum_discretionary": 12137466737.0,
  "raum_non_discretionary": 5816769.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 101,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 5816769.0,
      "count": 1,
      "description": "SEPARATELY MANAGED ACCOUNT FOR A NON-UNITED STATES INSURANCE COMPANY",
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 12137466737.0,
      "count": 7
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "NY"
  ],
  "websites": [
    "https://churchillre.com",
    "https://linkedin.com/company/churchill-re"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305060",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/churchill-investment-management-llc-charlotte-nc-305060",
  "display_name": "Churchill Investment Management LLC",
  "summary": "Churchill Investment Management LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 21, 2026.",
  "citation": "AdvisorCensus. Churchill Investment Management LLC (CRD 305060): 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",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Churchill Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Churchill Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Churchill Investment Management LLC located?",
      "a": "Churchill Investment Management LLC's principal office is in Charlotte, NC, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Churchill Investment Management LLC registered with the SEC or a state?",
      "a": "Churchill Investment Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305060."
    },
    {
      "q": "How much does Churchill Investment Management LLC manage?",
      "a": "Churchill Investment Management LLC reports $12,143,283,506 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Churchill Investment Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Churchill Investment Management LLC: Regulatory assets under management: $394,181,531 in the October 2021 data and $12,143,283,506 in the October 2026 data, up 2981%. Total employees: 34 in October 2021 and 101 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Churchill Investment Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); other (1)."
    },
    {
      "q": "Does Churchill Investment Management 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/305060"
    },
    {
      "q": "Does Churchill Investment Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 21, 2026 says: \"As a condition for starting and maintaining an advisory relationship, the Firm generally imposes a minimum portfolio size of at least $5,000,000 for its both its Funds and SMA clients.\""
    },
    {
      "q": "What changed in Churchill Investment Management LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: No longer lists an office in Charlotte, NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 394181531.0,
      "total_employees": 34,
      "filing_date": "2021-06-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2309386979.0,
      "total_employees": 50,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 275013415.0,
      "total_employees": 62,
      "filing_date": "2023-09-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 187071471.0,
      "total_employees": 85,
      "filing_date": "2024-06-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 10006003201.0,
      "total_employees": 87,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 12143283506.0,
      "total_employees": 101,
      "filing_date": "2026-08-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "No longer lists an office in Charlotte, NC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $10,006,003,201 to $12,143,283,506 (+21%).",
        "Employees performing advisory functions went from 55 to 16.",
        "Added an office in Charlotte, NC."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000"
        ],
        "quotes": [
          "As a condition for starting and maintaining an advisory relationship, the Firm generally imposes a minimum portfolio size of at least $5,000,000 for its both its Funds and SMA clients."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "As a condition for starting and maintaining an advisory relationship, the Firm generally imposes a minimum portfolio size of at least $5,000,000 for its both its Funds and SMA clients."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/churchill-investment-management-llc-charlotte-nc-305060.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 12137466737.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 5816769.0
    }
  ],
  "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/305060",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}