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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 11, 2025 and April 28, 2026, reported AUM increased 45.9%, from $826.2M to $1.2B.
Across 5 reported observations, AUM increased 100.5% between July 1, 2022 and April 28, 2026, from $601.2M to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 150 clients, or 50 clients per representative. That equates to $8.0M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Childress Capital Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Childress Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Childress Capital Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Childress Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.