A complete list of active advisors currently associated with Childress Investment Management
Warmer can help you find a great advisor at Childress Investment Management or one who fits your needs even better.
Childress Investment Management provides discretionary portfolio management to individuals, trusts and small businesses, investing in mutual funds, ETFs, stocks and bonds. As of March 17, 2026 the firm managed about $3.26 million for seven clients and customizes portfolios based on clients’ age, income, net worth and risk tolerance. Investment decisions are driven by analysis of U.S. and global economic indicators—job growth, GDP, interest rates and corporate earnings—and allocations between stocks, bonds and money market funds are adjusted accordingly. Portfolio shifts are typically incremental (around 5% changes) with larger allocations used in emergency market conditions, and the firm primarily recommends no-load mutual funds, ETFs and individual securities while acknowledging that its approach does not eliminate the risk of loss. Compared with many peers, the firm provides detailed written quarterly reports that list positions, yields, transactions, deposits/withdrawals and fees, and it also maintains a public website and a Twitter account, reflecting a periodical/digital communication practice that is uncommon among similar solo independent advisors. The firm operates with discretionary authority but does not take custody of client assets or accept proxy voting, and the sole advisor reviews accounts daily or weekly depending on market activity.
To learn more about the advisors currently working at Childress Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bellevue, WA
| 32
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")