Churchill Management Group

CRD#109651
Investment Advisor Firm

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Learn more about Churchill Management Group

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Churchill Management Group is located at 5900 Wilshire Blvd., Los Angeles, CA. The firm employs 42 financial advisors. Churchill Management Group is not a registered broker-dealer.

    The firm manages $10.1 billion in assets under management across 20,501 accounts, with 19,205 discretionary accounts and 1,296 non-discretionary accounts. Over the past year, 1,000 clients received financial planning services. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. Churchill Management Group serves retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, corporations, and other types of investors. The largest client type by accounts is high net worth investors. The firm has 5,392 high net worth clients, operates with an asset-based fee structure, and maintains an affiliation as a real estate broker or dealer.

    Churchill Management Group is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Assets Under Management

    $10.1 billion

    Number of Advisors

    42

    Disclosures

    No

    Office Location

    5900 Wilshire Blvd.
    Los Angeles, CA 90036

    Churchill Management Group by the Numbers

    Total Assets Under Management

    $10.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    55

    National Average: 64
    Total Number of Accounts

    20,501

    National Average: 375,227
    Average Account Size

    $491.9 thousand

    National Average: $23.0 thousand
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    Products and Services

    Financial services that Churchill Management Group provides include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. In the prior financial year, Churchill Management Group provided 1000 of its clients with financial planning servcies. It does not sell products or offer services apart from investment advisory services to its investment advisory accounts. The company also has a number of financial industry affiliations, including with a real estate broker or dealer.

    Core Advisor Services

    • 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.

    • 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.

    • Find a firm that offers this service

      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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    Fee Structure

    Fees for financial management typically vary depending on the type of services offered. However, fees charged by Churchill Management Group typically consist of the following fee structure: asset-based. Churchill Management Group does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.It has the ability to withdraw the expenses directly from client funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a broad range of investors. Churchill Management Group works with retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, corporations, and other. Out of its 20,501 clients, Churchill Management Group's largest client type by number of accounts is high net worth investors, though it also serves 5,392 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 62.2%
    • Other Individuals - 17.95%
    • Corporations - 19.47%
    • Charitable Organizations - 0.38%

    * 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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