CHILDRESS CAPITAL ADVISORS, LLC
Latest filing: Mar 27, 2025 (34 days ago)
AUM
$826,195,365
11% change vs. 1 year ago
37% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
8
33% change vs. 1 year ago
33% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HOUSTON, TX
952 ECHO LANE, HOUSTON, TX, UNITED STATES, 77024
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 14 | $0.0 |
| Average Individual AUM | $191,080 | |
| HNW | 313 | $0.7 |
| Average HNW AUM | $2,105,212 | |
| Retail Total | 327 | $0.7 |
| Average Retail AUM | $2,023,261 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 48% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 12% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 17% | $0.1 |
| Other | 13% | $0.1 |
| Total | 100% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KELLEY MCKENNA | HOUSTON | TX | S66|2013-07-23 | CERTIFIED FINANCIAL PLANNER | |||||
| SARAH DOLAN | HOUSTON | TX | S66|2021-02-22 | CHARTERED FINANCIAL ANALYST | |||||
| DON CHILDRESS | HOUSTON | TX | S63|1998-09-04|S65|1999-12-30 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.8 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.1 | 11% | 6 | 2 | 33% |
| 2023-04-04 | $0.7 | $0.1 | 20% | 6 | 2 | 33% |
| 2022-04-01 | $0.6 | $0.2 | 37% | 6 | 2 | 33% |
| 2021-04-05 | $0.4 | $0.4 | 107% | 3 | 5 | 167% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, LA-02/03/2025, TX-02/03/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV