PPrivate Fund Data Log in Join · $37/mo

Daniel Roberts

Chief Compliance OfficerChildress Capital Advisors, LLCCRD 2208120

About Daniel Roberts

Daniel Roberts is listed as Chief Compliance Officer at Childress Capital Advisors, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%. Daniel Roberts is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Childress Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Roberts work?

Daniel Roberts is listed as Chief Compliance Officer at Childress Capital Advisors, LLC on SEC Form ADV.

How much of Childress Capital Advisors, LLC does Daniel Roberts own?

Form ADV reports a beneficial ownership band of Under 5%.

Childress Capital Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Childress Capital Advisors, LLC →

Fiscal Wisdom Wealth Management LLC

TitleCco
OwnershipUnder 5%
Control personYes
Since2023
View Fiscal Wisdom Wealth Management LLC →