This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-27-2020
- Office Locations
- 1
Office Locations
About Childress Capital Advisors, LLC
Childress Capital Advisors is a Houston-based fiduciary RIA serving retail and institutional clients with customized planning and discretionary portfolio management. The firm focuses on outcomes-driven investment planning, asset allocation, and portfolio construction, with meaningful use of ETFs alongside mutual funds, cash, and fixed income exposures. Custody is primarily with Fidelity/NFS and the team uses Addepar reporting.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DON EDWARD CHILDRESS II
FOUNDER, Managing Member
- CRD
- #3107744
- Ownership
- 75% or more
DANIEL A. ROBERTS
Chief Compliance Officer
- CRD
- #2208120
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Sarah Caitlin Dolan
--
- CRD
- #6701540
Robert ANDREW Koort
--
- CRD
- #2434749
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,205,051,875 | $8,253,780 |
| Non-Discretionary | $0 | -- |
| Total | $1,205,051,875 | $8,253,780 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing