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CHANNING GLOBAL ADVISORS, LLC

FORT LAUDERDALE, FL · CRD 290893 · IAPD ↗ · channingglobal.com · 305-517-5107

$1.11BRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — CHANNING GLOBAL ADVISORS, LLC moved its main office from MIAMI, FL to FORT LAUDERDALE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2026 — CHANNING GLOBAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — CHANNING GLOBAL ADVISORS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
57
April 2026 — CHANNING GLOBAL ADVISORS, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — CHANNING GLOBAL ADVISORS, LLC crossed $1B in regulatory AUM ($844.2M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — CHANNING GLOBAL ADVISORS, LLC reported RAUM up 53% ($553.4M -> $844.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — CHANNING GLOBAL ADVISORS, LLC crossed $500M in regulatory AUM ($424.7M -> $553.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.