AUMdb

Churchill Research Inc.

State-registered Investment Adviser CRD 142372 · Falls Church, VA · WWW.CHURCHILLRESEARCH.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
Discretionary
Clients
15
Avg AUM / client
Accounts
Employees
2

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 5 $0
Investment companies 10 $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Michael Montgomery Churchill Registered representative Feb 2007 (20y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 982 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • MACROECONOMIC RESEARCH SERVICES

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗