CHURCHILL FINANCIAL ADVISORS, LLC
CRD #333071 SEC #801-131738 LOUISVILLE, KY 502-895-3535
SEC Registered
Total AUM
$243.8M
Discretionary
$243.8M
Employees
5
Clients
--
Accounts
160
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Coartney, Evan, Charles | I | MEMBER, VICE PRESIDENT ACCOUNTING AND ADMINISTRATION | B | Control |
| Coartney, Evan, Charles | I | MEMBER, VICE PRESIDENT ACCOUNTING AND ADMINISTRATION | B | Control |
| Coartney, Evan, Charles | I | MEMBER, VICE PRESIDENT ACCOUNTING AND ADMINISTRATION | B | Control |
| Coartney, Evan, Charles | I | MEMBER, VICE PRESIDENT ACCOUNTING AND ADMINISTRATION | B | Control |
| Coartney, Evan, Charles | I | MEMBER, VICE PRESIDENT ACCOUNTING AND ADMINISTRATION | B | Control |
| Coartney, Jonathan, Wayne | I | MEMBER, VICE PRESIDENT RISK AND COMPLIANCE | B | Control |
| Coartney, Jonathan, Wayne | I | MEMBER, VICE PRESIDENT RISK AND COMPLIANCE | B | Control |
| Coartney, Jonathan, Wayne | I | MEMBER, VICE PRESIDENT RISK AND COMPLIANCE | B | Control |
| Coartney, Jonathan, Wayne | I | MEMBER, VICE PRESIDENT RISK AND COMPLIANCE | B | Control |
| Coartney, Jonathan, Wayne | I | MEMBER, VICE PRESIDENT RISK AND COMPLIANCE | B | Control |
| FERGUSON, JUSTIN, TYLER | I | MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| FERGUSON, JUSTIN, TYLER | I | MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| FERGUSON, JUSTIN, TYLER | I | MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| FERGUSON, JUSTIN, TYLER | I | MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| FERGUSON, JUSTIN, TYLER | I | MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| MULLIS, ALESIA, AMELIA | I | MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| MULLIS, ALESIA, AMELIA | I | MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| MULLIS, ALESIA, AMELIA | I | MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| MULLIS, ALESIA, AMELIA | I | MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| MULLIS, ALESIA, AMELIA | I | MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| ZOLLMAN, JACOB, LEE | I | MEMBER, VICE PRESIDENT OF INVESTMENTS AND OPERATIONS | B | Control |
| ZOLLMAN, JACOB, LEE | I | MEMBER, VICE PRESIDENT OF INVESTMENTS AND OPERATIONS | B | Control |
| ZOLLMAN, JACOB, LEE | I | MEMBER, VICE PRESIDENT OF INVESTMENTS AND OPERATIONS | B | Control |
| ZOLLMAN, JACOB, LEE | I | MEMBER, VICE PRESIDENT OF INVESTMENTS AND OPERATIONS | B | Control |
| ZOLLMAN, JACOB, LEE | I | MEMBER, VICE PRESIDENT OF INVESTMENTS AND OPERATIONS | B | Control |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (18)
AL AR DC DE FL GA IL IN KY LA NC NE NM OH OK TN TX WI
Address
312 WHITTINGTON PARKWAYSUITE 201
LOUISVILLE, KY 40222-4925
United States
Phone: 502-895-3535