DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Childress Capital Advisors, LLC
Latest filing Apr 28, 2026
First filing on the tape Jul 27, 2020 · 20 filings
SEC status approved since Aug 27, 2020
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
78%
$937M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$301M
derived; firm RAUM over IAPD count
Employees
9
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$1.2B as of Apr 28, 2026
Mar 17, 2021$399M then
HNW client RAUM$935M as of Apr 28, 2026
Mar 17, 2021$303M then
State-registered IARs (5.B.3)3 as of Apr 28, 2026
Mar 17, 20212 then
Employees (5.A)9 as of Apr 28, 2026
Mar 17, 20213 then
Private funds: no history
RAUM +46% over the last fiscal year+21% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $301MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 32derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.7MderivedHNW RAUM over HNW clients
- Average account
- $8.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +46%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -61%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$935M78%
- Corporations and businesses$269M22%
- Individuals$1.0M0.1%
- Individual clients
- 6reported
- HNW clients
- 122reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 146reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.78 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kelley Damiani MckennaCertified Financial Planner | Houston, Tx | Feb 12, 2025 | 13 y | 3 |
| Sarah Caitlin DolanChartered Financial Analyst | Houston, Tx | Feb 12, 2025 | 11 y | 1 |
| Don Edward ChildressChartered Financial Analyst | Houston, Tx | Feb 12, 2025 | 28 y | 3 |
| Robert Andrew KoortChartered Financial Analyst | Houston, Tx | Mar 9, 2026 | 28 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 25% of current headcount1 left over 36 months
Left, latest
- Thomas Barron Hensley to J.P. Morgan Securities LLCJan 5, 2026 · RIA to wirehouse
- Brett Whitfield Fenn to Texas Capital Bank Private Wealth AdvisorsJun 24, 2022 · RIA to RIA
Joined, latest
- Thomas Barron Hensley from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 3, 2025 · Wirehouse to independent RIA
- Kelley Damiani Mckenna from Stifel, Nicolaus & Company, IncorporatedFeb 1, 2022 · Affiliated broker-dealer or bank to independent RIA
- Don Edward Childress from Stifel, Nicolaus & Company, IncorporatedSep 2, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward Don Childress · Founder/Managing Membercontrolsince 07/2020 · owns 75% or more
- Daniel Roberts · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 4 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Apr 28, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $826,195,365 to $1,205,051,875, advisors 3 to 3, private clients 327 to 128, offices 0 to 0 (2025-03-27 to 2026-04-28)peers: independent wealth managers, $1B to $5B (1,360)
- account count collapseChange between filings · filing Apr 28, 2026accounts (Item 5.F.2.f) moved from 367.0 to 146.0 (-60.0%) between the annual amendments of 2025-03-27 and 2026-04-28; the peer median change was +6.0% (1206 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 1.4% percentile
- client count collapseChange between filings · filing Apr 28, 2026individual and HNW clients (Item 5.D) moved from 327.0 to 128.0 (-61.0%) between the annual amendments of 2025-03-27 and 2026-04-28; the peer median change was +5.0% (1132 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 0.6% percentile
- control person changedChange between filings · filing Apr 28, 2026CHILDRESS, DON, EDWARD (FOUNDER/MANAGING MEMBER) left Schedule A between the filings of 2024-03-28 and 2026-04-28peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 25 %Change between filings · filing Apr 28, 2026RAUM (Item 5.F) moved from $826,195,365 to $1,205,051,875 (+46.0%) between the annual amendments of 2025-03-27 and 2026-04-28; the peer median change was +17.0% (1297 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 367 to 146Aug 11, 2025 to Mar 9, 2026
- Advisory employees · 5 to 3Aug 11, 2025 to Mar 9, 2026
- Corporate clients · 40 to 18Aug 11, 2025 to Mar 9, 2026
- HNW clients · 313 to 122Aug 11, 2025 to Mar 9, 2026
- Individual clients · 14 to 6Aug 11, 2025 to Mar 9, 2026
- Employees · 10 to 9Aug 11, 2025 to Mar 9, 2026
- State-registered IARs · 4 to 3Aug 11, 2025 to Mar 9, 2026
- Discretionary RAUM · $826M to $1.2BAug 11, 2025 to Mar 9, 2026
- HNW RAUM · $659M to $935MAug 11, 2025 to Mar 9, 2026
- Individual RAUM · $2.7M to $1.0MAug 11, 2025 to Mar 9, 2026
- RAUM · $826M to $1.2BAug 11, 2025 to Mar 9, 2026
- Advisory employees · 4 to 5Mar 27, 2025 to Aug 11, 2025
- Employees · 8 to 10Mar 27, 2025 to Aug 11, 2025
- State-registered IARs · 3 to 4Mar 27, 2025 to Aug 11, 2025
- Accounts · 336 to 367Feb 3, 2025 to Mar 27, 2025
- Advisory employees · 3 to 4Feb 3, 2025 to Mar 27, 2025
- Corporate clients · 39 to 40Feb 3, 2025 to Mar 27, 2025
- HNW clients · 284 to 313Feb 3, 2025 to Mar 27, 2025
- Individual clients · 13 to 14Feb 3, 2025 to Mar 27, 2025
- Employees · 6 to 8Feb 3, 2025 to Mar 27, 2025
- Financial planning clients · 1-10 to 11-25Feb 3, 2025 to Mar 27, 2025
- Discretionary RAUM · $742M to $826MFeb 3, 2025 to Mar 27, 2025
- HNW RAUM · $564M to $659MFeb 3, 2025 to Mar 27, 2025
- Individual RAUM · $2.7M to $2.7MFeb 3, 2025 to Mar 27, 2025
- RAUM · $742M to $826MFeb 3, 2025 to Mar 27, 2025
- Accounts · 260 to 336Nov 3, 2023 to Mar 28, 2024
- Corporate clients · 25 to 39Nov 3, 2023 to Mar 28, 2024
- HNW clients · 229 to 284Nov 3, 2023 to Mar 28, 2024
- Individual clients · 6 to 13Nov 3, 2023 to Mar 28, 2024
- Discretionary RAUM · $687M to $742MNov 3, 2023 to Mar 28, 2024
- HNW RAUM · $548M to $564MNov 3, 2023 to Mar 28, 2024
- Individual RAUM · $1.0M to $2.7MNov 3, 2023 to Mar 28, 2024
- RAUM · $687M to $742MNov 3, 2023 to Mar 28, 2024
- Accounts · 233 to 260Jul 1, 2022 to Mar 24, 2023
- Corporate clients · 27 to 25Jul 1, 2022 to Mar 24, 2023
- HNW clients · 204 to 229Jul 1, 2022 to Mar 24, 2023
- Individual clients · unset to 6.0Jul 1, 2022 to Mar 24, 2023
- Financial planning clients · 0 to 1-10Jul 1, 2022 to Mar 24, 2023
- Discretionary RAUM · $601M to $687MJul 1, 2022 to Mar 24, 2023
- HNW RAUM · $412M to $548MJul 1, 2022 to Mar 24, 2023
Signals
9 dated events
- Childress Capital Advisors, Llc reported RAUM $1.2B, up 46% from $826.2M (2025-08-11 to 2026-03-09)Mar 9, 2026 · RAUM change · derived
- Thomas Barron Hensley left Childress Capital Advisors, Llc for J.P. Morgan Securities Llc (registered 2026-02-03)Jan 5, 2026 · Advisor changed firm · fact
- Daniel Roberts (Chief Compliance Officer) appeared on Schedule A of Childress Capital Advisors, LlcMar 28, 2024 · Control person joined · fact
- Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Childress Capital Advisors, Llc (listed 2023-11-03, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Brett Whitfield Fenn left Childress Capital Advisors, Llc for Texas Capital Bank Private Wealth Advisors (registered 2023-11-02)Jun 24, 2022 · Advisor changed firm · fact
- Childress Capital Advisors, Llc reported RAUM $601.2M, up 51% from $399.0M (2021-09-09 to 2022-02-24)Feb 24, 2022 · RAUM change · derived
- Edward Don Childress (Founder/Managing Member) appeared on Schedule A of Childress Capital Advisors, LlcSep 2, 2020 · Control person joined · fact
- Joslyn Mary Welch (Owner) no longer on Schedule A of Childress Capital Advisors, Llc (listed 2020-07-27, absent 2020-09-02)Sep 2, 2020 · Control person left · inference
- Cca, Llc filed its initial SEC registration (Form ADV)Jul 27, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Childress Capital Advisors, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- info@childressca.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 832-404-2104reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CHILDRESS-CAPITAL-ADVISORSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CHILDRESSCA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 832-404-2104reportedpublic record, Form ADV, Apr 28, 2026
- Contact form
- CHILDRESSCA.COM/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $301Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026