$522.9M Total AUM
$522.9M Disc. AUM
-- 3Y CAGR
5 Employees
108 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- GlacierCapital
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
312 Whittington Parkway Suite 201 Louisville KY
About Churchill Financial Advisors, LLC
Churchill Financial Advisors is a Louisville-based RIA providing personalized investment and portfolio management, building goal- and risk-based portfolios with an asset-allocation focus and limited single-stock selection. The firm also supports trust administration and non-profit investment management. Serves retail clients across life stages; custodies through Fidelity/NFS.
Team overview
-- AVG AGE
$174.3M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
1.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Capital bridge
Client Personas
Alpha glacier
Custodian
Vertex
Investment Themes
Harbor glacier Ember
Investment Vehicles
Alpha Vital eagle
Services
Atlas timber North crest Meridian harbor Pioneer north
Technology
Fusion Pioneer
Owner & Executives
E
Evan Charles Coartney
Vice President
- CRD
- #7661566
- Ownership
- 10% but less than 25%
(542) 460-3595
pioneer.eagle@insightcapital.com
in linkedin.com/in/frontier-momentum
J
Jonathan Wayne Coartney
--
- CRD
- #7682055
- Ownership
- 10% but less than 25%
(977) 619-3831
alpha.north@primecapital.com
in linkedin.com/in/optima-vertex
C
Capital horizon
Meridian radial vital
- CRD
- #60824
- Ownership
- 28.2%
(755) 749-2648
eagle.vector@zenithcapital.com
in linkedin.com/in/value-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $522,862,170 | $1,874,058 |
| Non-Discretionary | $0 | -- |
| Total | $522,862,170 | $1,874,058 |
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Separately Managed Accounts
Total SMA Asset: $522,862,170
Equity - Exchange:
6.9% Public Funds:
11.4% Cash:
20.3% Derivatives:
14.8% Equity - OTC:
10.6% Private Funds:
17.0% U.S. Government/Agency:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $567,683,492 | 6.9% |
| Public Funds | $937,911,857 | 11.4% |
| Cash | $1,670,141,289 | 20.3% |
| Derivatives | $1,217,639,955 | 14.8% |
| Equity - OTC | $872,093,481 | 10.6% |
| Private Funds | $1,398,640,488 | 17.0% |
| U.S. Government/Agency | $1,563,186,429 | 19.0% |
| Total | $8,227,296,991 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL RADIAL | ZENITH SUMMIT | D8FHI5G8V | NJJUR | 8.80% | $64,126,233 |
| WAVE DELTA | FOUNDATION FRONTIER | TZ9XBJMLU | RLYKH | 5.36% | $22,386,390 |
| LEGACY CATALYST EMBER | ELEMENT MATRIX | HIRUOBR50 | DFVX | 10.18% | $30,535,752 |
| PEAK PEAK | VITAL MATRIX | 9YTQIDKVJ | QBBTN | 2.65% | $76,130,639 |
| HARBOR EAGLE | OPTIMA VERTEX | 1Q6CEPJ7K | YAO | 6.16% | $114,402,976 |
| WAVE HARBOR CAPITAL | SUMMIT EAGLE | GB60SJQRI | AMAZ | 5.39% | $44,716,566 |
| CREST BEACON RADIAL | QUANTUM EMBER | T9FD28DNE | PJKWT | 7.86% | $62,356,818 |
| FRONTIER FOUNDATION | EMBER SUMMIT | 809T0GVGH | AJFQ | 10.17% | $106,084,152 |