Childress Capital Advisors, LLC
Childress Capital Advisors, LLC, a privately owned investment advisory firm based in Houston, TX, was established in 2020 by Don Childress, II, CFA, CPA®. The firm specializes in offering discretionary investment management, financial planning, and consulting services. They provide continuous and regular investment supervisory services based on clients' objectives, utilizing various investment types such as equity securities, fixed-income securities, alternatives, mutual funds, and independent investment managers. Childress Capital Advisors charges fees based on assets under management, with annual fees up to 1.0% assessed quarterly. The firm may engage independent managers and sub-advisors to actively manage client assets, evaluating their strategies, performance, and risk results. Clients have the option to grant discretionary authority over their accounts, with no stated minimum fee or portfolio value requirement. The firm does not charge performance-based fees, acts in a fiduciary capacity, and does not vote proxies for client securities. Childress Capital Advisors does not have any disciplinary information to disclose and does not engage in directed brokerage transactions. Clients receive account reviews at least annually, and the firm does not file proofs of claim for class action lawsuits but utilizes a third party for this service. The firm does not have any financial conditions that may impair its ability to meet client commitments.
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