cc
Childress Capital Advisors, LLC
SEC-regulated
Registered investment advisor
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.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting