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.
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SEC-registered adviser
C•••••••• P••• A•••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2024 · 4 filings
SEC status approved since Apr 29, 2024
RAUM
$2.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
206
79 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$2.2B as of Mar 31, 2026
Mar 31, 2025$1.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20250 then
Employees (5.A)206 as of Mar 31, 2026
Mar 31, 2025198 then
Private funds: no history
RAUM +25% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.2BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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
- 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)
- 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
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=15.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••• K••••••• J••• · Elected Manager And Chief Executive Officercontrolsince 11/2023 · owns 10% to 25%
- K••••••• C••••••••• B••• · Principal, Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- M••••••• J•••• D•••• · S••••• Managing D•••••Or, General Counselcontrolsince 11/2023 · owns less than 5%
- V•••••••• S••••• N•• · S••••• Managing D•••••Or, Chief Financial Officercontrolsince 11/2023 · owns less than 5%
Entity owners
- N••• H••••••• L•• · D••••• Ownerdirect · owns 75% or more
- C•••••••• A•••• M••••••••• L•• · Memberindirect · owns 75% or more of N••• H••••••• L••
- N••••• A••••••••• H••••••• L•• · Memberindirect · owns 75% or more of N••••• P•••••• C•••••• L••
- N••••• L•• · Memberindirect · owns 75% or more of T•••••••• A•••• M••••••••• L••
- N••••• P•••••• C•••••• L•• · Memberindirect · owns 75% or more of C•••••••• A•••• M••••••••• L••
- T••••••• I•••••••• A•• A•••••• A••••••••• O• A•••••• · Memberindirect · owns 75% or more of N••••• L••
- T••• B•••• O••••••••• · Shareholderindirect · owns 75% or more of T••••••• I•••••••• A•• A•••••• A••••••••• O• A••••••
- T•••••••• A•••• M••••••••• L•• · Memberindirect · owns 75% or more of N••••• A••••••••• H••••••• L••
Related persons
Schedule D 7.A
- A•• P••••••• L••investment adviserpooled vehicle sponsornRAUM $1.2B
- A•••••• A•••• M••••••••• L••••••investment adviserbankn
- C•••••••• •••• S••••• 2••• G•• L••pooled vehicle sponsorn
- C•••••••• A•••• M••••••••• L••investment adviserbankpooled vehicle sponsoryRAUM $56B
- C•••••••• C•• G•• L•••pooled vehicle sponsorn
- C•••••••• C••••••••• P••••••• G• L••pooled vehicle sponsorn
- C•••••••• C••••••••• P••••••• I• •••• G• S••••••pooled vehicle sponsorn
- C•••••••• C••••••••• P••••••• I• ••• G•• L••pooled vehicle sponsorn
- C•••••••• D• G•• L••pooled vehicle sponsorn
- C•••••••• D•• A•••••• L••investment advisernRAUM $2.1B
- C•••••••• F••••• F••• G• I• S•••••pooled vehicle sponsorn
- C•••••••• F••• G• I• L••pooled vehicle sponsorn
- C•••••••• F••• G• I• S•••••pooled vehicle sponsorn
- C•••••••• F••• I•• G• L••pooled vehicle sponsorn
- C•••••••• F••• V• G• L••pooled vehicle sponsorn
- C•••••••• F••• V• U• G• L••pooled vehicle sponsorn
- C•••••••• J••••• C•••••• O••••••••• F••• I• G• S•• R••pooled vehicle sponsorn
- C•••••••• J••••• C•••••• O••••••••• F••• I• G•• L••pooled vehicle sponsorn
- C•••••••• L•• G•• S•• R••pooled vehicle sponsorn
- C•••••••• M••• I•• S•• G• L•••pooled vehicle sponsorn
- C•••••••• M••• V• S•• G• L•••pooled vehicle sponsorn
- C•••••••• S•••••••• P••••••• G•• L••pooled vehicle sponsorn
- C•••• E••••• P••••••• L••investment advisern
- C••• F•••••• G• L••pooled vehicle sponsorn
- C•• I••••••• G• L••pooled vehicle sponsorn
- C•• I•••••••• L•• G•• S•• R••pooled vehicle sponsorn
- C••••• D••••• L•••••• G•• L••pooled vehicle sponsorn
- G•••••••• A•••• M••••••••• L••••••investment adviserbankpooled vehicle sponsorn
- G•••••••• P••••••• I• L••••••pooled vehicle sponsorn
- G•••••• I••••••••• M••••••••• L••investment adviserbankpooled vehicle sponsornRAUM $8.6B
Advisers that list C•••••••• P••• A•••••• L•• as a related person
- 20472 n
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC20 employees
- Chicago, IL9 employees
- El Segundo, CA3 employees
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Advisory employees · 73 to 79Aug 28, 2025 to Mar 31, 2026
- BD registered reps · 12 to 15Aug 28, 2025 to Mar 31, 2026
- Employees · 198 to 206Aug 28, 2025 to Mar 31, 2026
- Insurance-licensed employees · 0 to 3Aug 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $2.2BAug 28, 2025 to Mar 31, 2026
- RAUM · $1.8B to $2.2BAug 28, 2025 to Mar 31, 2026
- Accounts · unset to 1.0Mar 30, 2024 to Mar 31, 2025
- Advisory employees · 66 to 73Mar 30, 2024 to Mar 31, 2025
- BD registered reps · 7 to 12Mar 30, 2024 to Mar 31, 2025
- Employees · 167 to 198Mar 30, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 30, 2024 to Mar 31, 2025
- Discretionary RAUM · unset to 1776536448.0Mar 30, 2024 to Mar 31, 2025
- Non-discretionary RAUM · unset to 0.0Mar 30, 2024 to Mar 31, 2025
- RAUM · unset to 1776536448.0Mar 30, 2024 to Mar 31, 2025
Signals
2 dated events
- C•••••••• P••• A•••••• L•• reported RAUM $2.2B, up 25% from $1.8B (2025-08-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C•••••••• P••• A•••••• L•• filed its initial SEC registration (Form ADV)Mar 30, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/churchill-asset-management/?viewasmembereportedpublic record, Form ADV, Sep 18, 2026
- Website
- churchillam.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-478-9200reportedpublic record, Form ADV, Mar 31, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026