Church Capital

Church Capital is a sole‑proprietorship investment adviser that serves individuals, high‑net‑worth individuals, and a limited number of pension and profit‑sharing plans; the brochure reports about $23 million in discretionary assets across roughly 25 clients. The firm provides ongoing discretionary portfolio management for individuals, directs clients to third‑party money managers when appropriate, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.

The adviser documents client objectives in an Investment Policy Statement and seeks discretionary authority to implement asset allocation and security selection, primarily using equities and ETFs. Church Capital’s methods include technical analysis and both long‑ and short‑term trading, and it performs account reviews at least quarterly (conducted by the managing member); for retirement plans it offers model management tied to plan size and negotiated arrangements.

Notable distinctions include the firm’s active role as a 3(38) ERISA fiduciary and its work with pension/profit‑sharing plans, services that are uncommon among solo independent advisers. The brochure also discloses that Church Capital may receive fee‑sharing from third‑party managers it recommends (a disclosed conflict of interest), allows client‑directed brokerage, and names TD Ameritrade Institutional as the custodian with custody generally limited to direct fee deduction.