Churchill Financial Advisors, LLC

Overview

Churchill Financial Advisors, LLC is an SEC registered investment adviser based in Louisville, KY, registered since 2025. It reports $523M in assets under management across 279 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$523M

Discretionary

100%

Accounts

279

Average account

$1.9M

Employees

5

Advisory reps

5

Registered since

2025

Jurisdictions

20

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Alesia Amelia Mullis Member, President, Chief Compliance Officer CRD 2808635
• Justin Tyler Ferguson Member, Chief Investment Officer CRD 5382345
• Evan Charles Coartney Member, Vice President Accounting and Administration CRD 7661566

2 more executive officers, with direct contact details

Advisory reps 3 of 5

• Evan Charles Coartney Registered Rep · Investment Adviser Rep CRD 7661566
• Jonathan Wayne Coartney Registered Rep · Investment Adviser Rep CRD 7682055
• Justin Tyler Ferguson Registered Rep · Investment Adviser Rep CRD 5382345

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

312 Whittington Pkwy Ste 201
Louisville, KY 40222

County

Jefferson

Metro area

Louisville/Jefferson County, KY-IN

Region

South

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: churchillfa.com

Every state, with registration dates

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