This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=5.0

Regulatory AUM

$523MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$523M

Private client RAUM

$523MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

279

Individual clients

63

High net worth clients

45

SEC number

801-131738

CRD

333071

Filings on the tape

5

First filed

Nov 29, 2024

Latest filed

Mar 19, 2026

Organised

Limited Liability Company, KY

Website

churchillfa.com

• Occurred

  Mar 19, 2026
  Regulatory AUM changed

  Churchill Financial Advisors, Llc reported RAUM $522.9M, up 114% from $243.8M (2025-07-15 to 2026-03-19)

  Form ADVobserved 6 days ago
  $279M
• Occurred

  Nov 29, 2024
  First Form ADV filing

  Churchill Financial Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f9460814-808d-bb5e-27ba-5e37226d475b

First observed

Nov 29, 2024

Last observed

Mar 19, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.