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Churchill Financial Advisors, LLC CRD 333071
$523M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
312 Whittington Parkway Suite 201, Louisville, KY 40222-4925 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-14 |
| OH | RA | APPROVED | 2025-07-11 |
| AL | RA | APPROVED | 2025-07-09 |
| NC | RA | APPROVED | 2025-05-07 |
| WI | RA | APPROVED | 2025-05-07 |
| DC | RA | APPROVED | 2025-02-18 |
| KY | RA | APPROVED | 2025-02-04 |
| GA | RA | APPROVED | 2025-01-29 |
| AR | RA | APPROVED | 2025-01-28 |
| IN | RA | APPROVED | 2025-01-28 |
| OK | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
312 Whittington Parkway Suite 201, Louisville, KY 40222-4925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cullinan Associates, Inc. | Louisville | KY | 09/2015 | 06/2024 |
| Churchill Financial, Llc | Louisville | KY | 06/2024 | Present |
| Churchill Financial Advisors, Llc | Lousville | KY | 01/2025 | Present |
Name: St. Mary's of the Knobs School Athletic Committee; Investment Related: No; Address: 3033 Martin Rd, Floyds Knobs, IN 47119; Nature of business: Volunteer Athletic Committee; Title/Position: Committee Member; Start date: 03/31/2022 Number of hours per month: 1; Number of hours per month during trading hours: 0; Duties: General organization of school related sports including player/team registration, volunteer organization, event setup/clean-up. Name: St. Mary's of the Knobs Youth Basketball League Committee ; Investment Related: No; Address: 3033 Martin Rd, Floyds Knobs, IN 47119; Nature of business: Volunteer Youth Basketball Committee; Title/Position: Committee Chair; Start date: 09/30/2021; Number of hours per month: 10; Number of hours per month during trading hours: 0; Duties: Co-chair the committee that administers the league, and oversees all league operations Name: Churchill Financial Advisors, LLC; Investment Related: Yes; Address: 312 Whittington Parkway, Ste. 201, Louisville, KY 40222; Nature of business: Investment Management; Title/Position: Chief Investment Officer; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Managing investment related activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-01 |
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