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CHILDRESS & CO LLC

· CRD 341213 · IAPD ↗ · 307-734-7141

$120.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2026 — CHILDRESS & CO LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
September 2026 — CHILDRESS & CO LLC now reports 2 private fund(s) ($58.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
June 2026 — CHILDRESS & CO LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.