Churchill Financial Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Churchill Financial Advisors reports 108 clients. They include 63 individual clients and 45 high-net-worth individuals. Of its assets, 100.0% ($523M across 279 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $523M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 2% |
| High-net-worth individuals | 42% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 63 | $10.4M | 2.0% | $165K |
| High-net-worth individuals | 45 | $512M | 98.0% | $11.4M |
| Total | 108 | $523M | 100% | $4.84M |
- Clients
- 63
- Regulatory AUM
- $10.4M
- AUM share
- 2.0%
- Avg. per client
- $165K
- Clients
- 45
- Regulatory AUM
- $512M
- AUM share
- 98.0%
- Avg. per client
- $11.4M
Total
- Clients
- 108
- Regulatory AUM
- $523M
- AUM share
- 100%
- Avg. per client
- $4.84M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Churchill Financial Advisors charges 1.00%–1.25% a year for its Wrap Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Fee details and sources
The leadership team of Churchill Financial Advisors includes President Evan Coartney, Chief Investment Officer Justin Ferguson and Chief Compliance Officer Alesia Mullis. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- Owns 10% to 25% of Churchill Financial Advisors, LLC
Evan Coartney
Control person · since October 2024
- Owns 10% to 25% of Churchill Financial Advisors, LLC
Jonathan Coartney
Control person · since October 2024
- Owns 10% to 25% of Churchill Financial Advisors, LLC
Justin Ferguson
Control person · since October 2024
- Owns 10% to 25% of Churchill Financial Advisors, LLC
Alesia Mullis
Control person · since October 2024
- Owns 10% to 25% of Churchill Financial Advisors, LLC
Jacob Zollman
Control person · since October 2024
Churchill Financial Advisors’ regulatory assets grew 2.1× from $244M (July 2025) to $523M (March 2026); clients rose from 77 to 108 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $523M | 108 | 5 | 1 |
| Jul 2025July 2025 | $244M | 77 | 5 | 1 |
Besides its headquarters, Churchill Financial Advisors has 0 offices, with 1 listed address in 1 state.
Kentucky · 1 listed address
- 312 Whittington Parkway, Suite 201, LouisvilleHQ
Contact and registration details
- Legal name
- Churchill Financial Advisors, LLC
- Headquarters
- 312 Whittington Parkway, Suite 201, Louisville, KY 40222-4925
- Website
- churchillfa.com
- Phone
- 502-895-3535
- SEC file
- 801-131738
- Founded
- 2024
- Structure
- Kentucky LLC
- Fiscal year end
- December
Churchill Financial Advisors’ named custodian for separately managed accounts is Fidelity ($523M). Churchill Financial Advisors does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $523M100%
At year end, Churchill Financial Advisors’ separately managed accounts were mostly in stocks (74%) and funds (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $519M across 125 positions; the largest are Walmart Inc. (21.8%), Apple Inc. (5.3%) and iShares TR (5.0%).
What the accounts hold
- Stocks74%
- Exchange-traded equities73%
- Non-exchange-traded equities1%
- Funds24%
- Registered funds23%
- Pooled vehicles1%
- Bonds1%
- Cash3%
- Other1%
- Derivatives1%
How many clients does Churchill Financial Advisors have?
Churchill Financial Advisors has 108 clients and manages $523 million for them, as of March 2026. They include 63 individual clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Churchill Financial Advisors offer?
Churchill Financial Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Churchill Financial Advisors charge?
Churchill Financial Advisors charges 1.00%–1.25% a year for its Wrap Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does Churchill Financial Advisors use?
Churchill Financial Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $523M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Churchill Financial Advisors have?
Churchill Financial Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Churchill Financial Advisors invest in?
At the end of its last fiscal year, Churchill Financial Advisors’ separately managed accounts held 73% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% derivatives and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Churchill Financial Advisors have a minimum investment?
Yes, Churchill Financial Advisors’ minimum account size for its Wrap Asset Management is $250K.
Who owns Churchill Financial Advisors?
Churchill Financial Advisors’ direct owners are Evan Coartney, Jonathan Coartney, Justin Ferguson, Alesia Mullis and Jacob Zollman, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Churchill Financial Advisors get paid?
Churchill Financial Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Churchill Financial Advisors?
Churchill Financial Advisors’ main office is at 312 Whittington Parkway, Suite 201, Louisville, KY 40222-4925. Its phone number is 502-895-3535. Its website is churchillfa.com.