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
Churchill Financial Advisors, LLC
Latest filing Mar 19, 2026
First filing on the tape Nov 29, 2024 · 5 filings
SEC status approved since Jan 2, 2025
RAUM
$523M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$523M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$105M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$523M as of Mar 19, 2026
Jan 21, 2025$0 then
HNW client RAUM$512M as of Mar 19, 2026
Apr 28, 2025$238M then
State-registered IARs (5.B.3)5 as of Mar 19, 2026
Jan 21, 20255 then
Employees (5.A)5 as of Mar 19, 2026
Jan 21, 20255 then
Private funds: no history
RAUM +114% over the last fiscal yearIARs 5 to 5
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $105MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 22derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $11.4MderivedHNW RAUM over HNW clients
- Average account
- $1.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +114%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +40%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- $523MreportedItem 5.I
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$512M98%
- Individuals$10.4M2.0%
- Individual clients
- 63reported
- HNW clients
- 45reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 279reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=5.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jacob Lee ZollmanCertified Financial Planner, Chartered Financial Analyst | Louisville, Ky | Jan 22, 2025 | 16 y | 0 |
| Evan Charles CoartneyCertified Financial Planner | Louisville, Ky | Jan 23, 2025 | 13 y | 0 |
| Jonathan Wayne Coartney | Louisville, Ky | Jan 23, 2025 | 10 y | 0 |
| Alesia Amelia Mullis | Louisville, Ky | Jan 23, 2025 | 29 y | 0 |
| Justin Tyler FergusonChartered Financial Analyst | Louisville, Ky | Jan 28, 2025 | 15 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Justin Tyler Ferguson from Cullinan Associates, Inc.Jan 28, 2025 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Charles Evan Coartney · Member, Vice President Accounting And Administrationcontrolsince 10/2024 · owns 10% to 25%
- Wayne Jonathan Coartney · Member, Vice President Risk And Compliancecontrolsince 10/2024 · owns 10% to 25%
- Tyler Justin Ferguson · Member, Chief Investment Officercontrolsince 10/2024 · owns 10% to 25%
- Amelia Alesia Mullis · Member, President, Chief Compliance Officercontrolsince 10/2024 · owns 10% to 25%
- Lee Jacob Zollman · Member, Vice President Of Investments And Operationscontrolsince 10/2024 · owns 10% to 25%
Related persons
Schedule D 7.A
- Churchill Financial, LLCbroker-dealerinvestment advisery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Louisville, Ky · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 19, 2026RAUM (Item 5.F) moved from $243,773,036 to $522,862,170 (+114.0%) between the annual amendments of 2025-04-28 and 2026-03-19; the peer median change was +16.0% (1386 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 160 to 279Jul 15, 2025 to Mar 19, 2026
- HNW clients · 25 to 45Jul 15, 2025 to Mar 19, 2026
- Individual clients · 52 to 63Jul 15, 2025 to Mar 19, 2026
- Insurance-licensed employees · 4 to 0Jul 15, 2025 to Mar 19, 2026
- Discretionary RAUM · $244M to $523MJul 15, 2025 to Mar 19, 2026
- HNW RAUM · $238M to $512MJul 15, 2025 to Mar 19, 2026
- Individual RAUM · $6.2M to $10.4MJul 15, 2025 to Mar 19, 2026
- RAUM · $244M to $523MJul 15, 2025 to Mar 19, 2026
- Related adviser · true to falseJul 15, 2025 to Mar 19, 2026
- Financial planning clients · unset to Apr 28, 2025 to Jul 15, 2025
- Accounts · 0 to 160Jan 21, 2025 to Apr 28, 2025
- HNW clients · unset to 25.0Jan 21, 2025 to Apr 28, 2025
- Individual clients · unset to 52.0Jan 21, 2025 to Apr 28, 2025
- Insurance-licensed employees · 5 to 4Jan 21, 2025 to Apr 28, 2025
- Discretionary RAUM · $0 to $244MJan 21, 2025 to Apr 28, 2025
- HNW RAUM · unset to 237595907.0Jan 21, 2025 to Apr 28, 2025
- Individual RAUM · unset to 6177129.0Jan 21, 2025 to Apr 28, 2025
- RAUM · $0 to $244MJan 21, 2025 to Apr 28, 2025
- Accounts · unset to 0.0Nov 29, 2024 to Jan 21, 2025
- Discretionary RAUM · unset to 0.0Nov 29, 2024 to Jan 21, 2025
- Non-discretionary RAUM · unset to 0.0Nov 29, 2024 to Jan 21, 2025
- RAUM · unset to 0.0Nov 29, 2024 to Jan 21, 2025
Signals
2 dated events
- Churchill Financial Advisors, Llc reported RAUM $522.9M, up 114% from $243.8M (2025-07-15 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- Churchill Financial Advisors, Llc filed its initial SEC registration (Form ADV)Nov 29, 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
- Business email
- info@churchillfa.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 502-895-3535reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- churchillfa.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 502-895-3535reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- churchillfa.com/contact-usreportedpublished by the firm, firm site, Sep 16, 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
- $105Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026