Childress Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$936,501,463
Clients
128
Advisors
4
of 9 employees
About
Childress Capital Advisors provides discretionary investment management, financial planning, and financial consulting to a mix of individual clients, high‑net‑worth investors, institutional clients, trusts, qualified purchasers, and retirement plans. The firm also uses independent managers and sub‑advisors and offers periodic performance reporting and ongoing portfolio reviews.
Its investment approach blends fundamental, technical, and charting analysis with diversification-oriented construction (Modern Portfolio Theory), tactical asset allocation, trend‑following, and cash management; the firm may also use options, derivatives, alternative investments, and margin in client accounts where appropriate. Childress monitors third‑party managers and has disclosed an intent to sponsor a proprietary private investment fund that may be recommended to eligible clients.
Compared with many peers, the brochure highlights two uncommon features: supervised persons who are licensed insurance agents and the use of derivatives within separately managed accounts, both of which the firm discloses as potential conflicts and describes policies to manage. The firm is SEC‑registered, reports managing roughly $1.2 billion for about 128 clients, and documents procedures for disclosure and oversight of its private fund, insurance activities, and related conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees offered, specific amounts not disclosed
Up to 1.0% annually (fee may be fixed flat percentage, tiered schedule, fixed dollar amount, or linear fee with breakpoints)
Hourly charges may apply, specific amounts not disclosed
Minimum fee: May include a minimum quarterly fee, specific amount not disclosed Fee-only: Fixed fees offered, specific amounts not disclosed
Main office
952 Echo Lane, Suite 365
Houston TX 77024
Advisors at this office
4
Most active in
Louisiana · Texas
Also doing business as
Cca, LLC · Childress Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Don C
CFA®, Series 63, Series 65
Houston, TX
Childress Capital Advisors, LLC
Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.
Robert K
CFA®, Series 63
Houston, TX
Childress Capital Advisors, LLC
Robert Koort is a CFA® charterholder with 27 years of industry experience. He is currently with Childress Capital Advisors, LLC and previously worked at Goldman Sachs & Co for 18 years and at Appian Way Asset Management / Koort Research for three years. Childress Capital Advisors provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, qualified purchasers, and retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental and technical analysis, tactical asset allocation, and the use of derivatives and alternative investments where appropriate.
Kelley M
CFP®, Series 66
Houston, TX
Childress Capital Advisors, LLC
Kelley Mckenna is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Childress Capital Advisors, LLC since 2022. Prior to this, she worked for seven years at Stifel, Nicolaus & Company, Incorporated. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts. The firm serves individuals, high-net-worth clients, trusts, and institutional clients using a combination of fundamental and technical analysis with active and passive investment strategies, including the use of derivatives and options within separately managed accounts.
Sarah D
CFA®, Series 66
Houston, TX
Childress Capital Advisors, LLC
Sarah Dolan is a CFA® charterholder with eight years of experience in the financial industry. She has worked at Childress Capital Advisors, LLC since 2020 and previously held roles at BBVA Securities Inc. and Compass Bank. Dolan is based in Houston, TX, and holds a Series 66 license. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, and institutions, employing a blend of fundamental, technical, and relative-strength analysis alongside both active and passive strategies.
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