Churchill Financial Advisors, Llc
- Regulatory AUM
- $523M
- Discretionary
- $523M
- Clients
- 108
- Avg AUM / client
- $4.8M
- Accounts
- 279
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 63 | $10.4M | 1.98% |
| High net worth individuals | 45 | $512M | 98.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alesia Amelia Mullis | Member, President, Chief Compliance Officer | Oct 2024 (2y) | 10% – 25% | |
| Evan Charles Coartney | Member, Vice President Accounting And Administration | CFP | Oct 2024 (2y) | 10% – 25% |
| Jacob Lee Zollman | Member, Vice President Of Investments And Operations | CFP CFA | Oct 2024 (2y) | 10% – 25% |
| Justin Tyler Ferguson | Member, Chief Investment Officer | CFA | Oct 2024 (2y) | 10% – 25% |
| Jonathan Wayne Coartney | Member, Vice President Risk And Compliance | Oct 2024 (2y) | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 984 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
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $523M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗