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Stephen Masters

Managing Partner at Churchill Investment Management

Officer recordForm ADV filed 21 August 2026

Stephen Masters is Managing Partner of Churchill Investment Management LLC, a Charlotte investment adviser.

Career

Stephen Masters has been Managing Partner of Churchill Investment Management since May 2019. Stephen Masters is a control person of the firm and directly owns under 5% of it. Stephen Masters holds a B.A. from North Carolina State University.

Churchill Investment Management LLC is a Charlotte, NC firm with $12.1B under management, 8 clients and 16 advisers across 3 offices, as of its August 2026 filing.

Churchill’s biography describes Travis Masters as a managing partner. Before Churchill, he led U.S. portfolio management at Man Global Private Markets and earlier worked at Wells Fargo Securities and SAS Institute.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Stephen Masters is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Stephen Masters
CRD
5926141
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Stephen Masters work?

Stephen Masters has been Managing Partner of Churchill Investment Management LLC since May 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 August 2026

Leadership at Churchill Investment Management

Sources

  1. IAPD individual lookup, CRD 5926141. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Churchill Investment Management LLC, filed 21 August 2026. Title, control and ownership bands.
  3. Churchill Investment Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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