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CHURCHILL INVESTMENT MANAGEMENT LLC

CHARLOTTE, NC · CRD 305060 · IAPD ↗ · 646-517-5353

$12.14BRegulatory AUM
16Advisory reps
101Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
September 2026 — CHURCHILL INVESTMENT MANAGEMENT, LLC is now doing business as CHURCHILL INVESTMENT MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2026 — CHURCHILL INVESTMENT MANAGEMENT, LLC shrank from 55 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2026 — CHURCHILL INVESTMENT MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — CHURCHILL INVESTMENT MANAGEMENT, LLC shrank from 69 to 55 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2025 — CHURCHILL INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($187.1M -> $10.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
35
April 2024 — CHURCHILL INVESTMENT MANAGEMENT, LLC reported RAUM down 32% ($275.0M -> $187.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — CHURCHILL INVESTMENT MANAGEMENT, LLC grew from 48 to 69 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.