A complete list of active advisors currently associated with Churchill Financial Advisors, LLC

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

Churchill Financial Advisors, LLC is a team-based registered investment adviser managing roughly $523 million in discretionary assets for individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers individualized portfolio management through a wrap fee program that bundles advisory services and transaction costs. Investment decisions are made on a discretionary basis using both fundamental and technical analysis and may employ long- and short-term equity trades, fixed income, mutual funds, ETFs, options and other public and private securities; the brochure also discloses use of derivatives in separately managed accounts. Portfolios are continuously monitored and rebalanced to align with client goals and risk tolerances, and the firm notes it may recommend cash positions or sales for tax or risk-management reasons. Churchill is notable among similar-sized advisory teams for its affiliation with an affiliated broker‑dealer and related entities and for having advisory representatives who are separately licensed to execute commissionable securities transactions — relationships the firm identifies as creating conflicts of interest and addresses through disclosures, a Code of Ethics, and supervision. The firm also operates exclusively as a wrap fee sponsor that absorbs certain custodian and transaction fees and explicitly discloses potential incentives to limit trading, features that are less common among peer team firms.

To learn more about the advisors currently working at Churchill Financial 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.