A complete list of active advisors currently associated with Childress Capital Advisors, LLC

Warmer can help you find a great advisor at Childress Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Childress Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.