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CHURCHILL FINANCIAL ADVISORS, LLC

LOUISVILLE, KY · CRD 333071 · IAPD ↗ · churchillfa.com · 502-895-3535

$522.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — CHURCHILL FINANCIAL ADVISORS, LLC notice-filed in CA, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — CHURCHILL FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($243.8M -> $522.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
42
August 2025 — CHURCHILL FINANCIAL ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2025 — CHURCHILL FINANCIAL ADVISORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
May 2025 — CHURCHILL FINANCIAL ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — CHURCHILL FINANCIAL ADVISORS, LLC (LOUISVILLE, KY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.