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CHURCHILL DLC ADVISOR LLC

NEW YORK, NY · CRD 304945 · IAPD ↗ · churchillam.com · 212-478-9200

$2.05BRegulatory AUM
79Advisory reps
206Employees
0Clients
n/aPlanning clients
0Private funds
1States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

66
April 2026 — CHURCHILL DLC ADVISOR LLC grew from 73 to 79 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2025 — CHURCHILL DLC ADVISOR LLC grew from 66 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — CHURCHILL DLC ADVISOR LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — CHURCHILL DLC ADVISOR LLC grew from 61 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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