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Churchill Financial Advisors, LLC

● SEC registered since 2025CRD 333071SEC# 801-131738Louisville, KY
Export (members)
Reg. AUM
$243.8M
Employees
5
Accounts
160
Location
Louisville, KY

Churchill Financial Advisors, LLC assets under management

Churchill Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Louisville, KY. The firm has been registered since 2025. It reports $243.8 million in regulatory assets under management and employs 5 people.

Churchill Financial Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alesia Amelia Mullis ControlMember, President, Chief Compliance Officer10-25%2024
Evan Charles Coartney ControlMember, Vice President Accounting And Administration10-25%2024
Jacob Lee Zollman ControlMember, Vice President Of Investments And Operations10-25%2024
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Frequently asked questions

How much does Churchill Financial Advisors, LLC manage?

Churchill Financial Advisors, LLC reports $243.8 million in regulatory assets under management on its Form ADV.

How many employees does Churchill Financial Advisors, LLC have?

Churchill Financial Advisors, LLC reports 5 employees.

Where is Churchill Financial Advisors, LLC located?

Churchill Financial Advisors, LLC is based in Louisville, KY and has been SEC-registered since 2025.

Does Churchill Financial Advisors, LLC disclose fund performance?

Churchill Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address312 Whittington Parkway, Suite 201, Louisville, KY 40222-4925
Phone502-895-3535
Office hours8:30 - 4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$243.8M
Non-discretionary$0
Total (RAUM)$243.8M