Churchill Financial Advisors, LLC
● SEC registered since 2025CRD 333071SEC# 801-131738Louisville, KY
Reg. AUM
$522.9M
Employees
5
Accounts
279
Location
Louisville, KY
Churchill Financial Advisors, LLC assets under management
Churchill Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Louisville, KY. The firm has been registered since 2025. It reports $522.9 million in regulatory assets under management and employs 5 people.
Churchill Financial Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alesia Amelia Mullis Control | Member, President, Chief Compliance Officer | 10-25% | 2024 |
| Evan Charles Coartney Control | Member, Vice President Accounting And Administration | 10-25% | 2024 |
| Jacob Lee Zollman Control | Member, Vice President Of Investments And Operations | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Churchill Financial Advisors, LLC manage?
Churchill Financial Advisors, LLC reports $522.9 million in regulatory assets under management on its Form ADV.
How many employees does Churchill Financial Advisors, LLC have?
Churchill Financial Advisors, LLC reports 5 employees.
Where is Churchill Financial Advisors, LLC located?
Churchill Financial Advisors, LLC is based in Louisville, KY and has been SEC-registered since 2025.
Does Churchill Financial Advisors, LLC disclose fund performance?
Churchill Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 312 Whittington Parkway, Suite 201, Louisville, KY 40222-4925 |
| Phone | 502-895-3535 |
| Office hours | 8:30 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$522.9M▲ 114%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$522.9Mregulatory AUM
Discretionary $522.9M