Churchill Management Group
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Overview
Churchill Management Group operates as a financial advisory company based in Los Angeles, California. The firm administers $7.2 billion in total assets across 19,055 accounts, placing it among the biggest firms in the country by assets under management (AUM). The company has an average-sized team, including 43 financial advisors. Churchill Management Group does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, stocks and options.
Churchill Management Group administers 18,004 of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell choices for the client's account without requiring the customer's permission. Churchill Management Group also has 1,051 non-discretionary accounts totaling $123.1 million in assets. Churchill Management Group's typical account size is $375,236. An average advisor at Churchill Management Group oversees around 443 client accounts.
The company's central office is at 5900 Wilshire Blvd., Los Angeles, California 90036. The company is legally allowed to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Churchill Management Group by the Numbers
$7.2 billion
59
19,055
$375.2 thousand
Products and Services
Churchill Management Group offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. In the last fiscal year, Churchill Management Group provided 500 of its clients with financial planning services. It does not sell products or offer services aside from investment advice to its investment advisory accounts. Churchill Management Group is affiliated with a number of other service providers in the financial services industry, including with a real estate broker or dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on which service is provided. However, fees billed by the company typically consist of the following fee structure: asset-based. The company does participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of clients. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, corporations and other. Out of its 19,055 customers, Churchill Management Group's largest client type by number of accounts is high net worth investors, but it also manages money for 4,851 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 61.99%
- Other Individuals - 19.02%
- Corporations - 18.56%
- Charitable Organizations - 0.43%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Churchill Management Group does not have any disclosures.
Please visit its Form ADV for more details.
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