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CHURCHILL PCIF ADVISOR LLC

NEW YORK, NY · CRD 329140 · IAPD ↗ · churchillam.com · 212-478-9200

$2.23BRegulatory AUM
79Advisory reps
206Employees
0Clients
n/aPlanning clients
0Private funds
1States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2026 — CHURCHILL PCIF ADVISOR LLC reported RAUM up 25% ($1.78B -> $2.23B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2026 — CHURCHILL PCIF 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 PCIF ADVISOR LLC grew from 66 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
May 2024 — CHURCHILL PCIF ADVISOR LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 66 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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