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CHURCHILL NCPE ADVISOR LLC

NEW YORK, NY · CRD 338431 · IAPD ↗ · churchillam.com · 212-478-9200

$259.5MRegulatory AUM
79Advisory reps
206Employees
0Clients
n/aPlanning clients
1Private funds
0States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
December 2025 — CHURCHILL NCPE ADVISOR LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 77 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.