Updated November 20, 2023
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Churchill Management Group

Investment Advisor Firm
Total assets under management$7.2B
Years in business61+

About Churchill Management Group

Churchill Management Group is a financial advisory company that was founded in 1963. With a mission to help clients make and keep money, they offer a disciplined investment approach that aims to provide value throughout full market cycles.

The company specializes in providing wealth management, retirement planning, and financial planning services of the highest quality. They offer a diverse menu of tactical and fully invested equity strategies, as well as a fixed-income option, allowing them to customize the investment experience based on each client's specific goals and objectives.

Recognizing the importance of communication and customer service, Churchill Management Group is committed to meeting its clients' expectations by delivering first-class support. What sets this firm apart is its focus on customization. They understand clients have different investment goals and risk profiles, so they shape their strategy accordingly. Whether clients are looking for stable long-term growth or preservation of capital, Churchill Management Group crafts custom-tailored portfolios that aim to minimize risk while meeting those specific investment objectives.

In summary, Churchill Management Group is a reputable financial advisory company with decades of experience helping clients achieve their financial goals. Through their disciplined investment approach and commitment to customization, they aim to provide value and meet the unique needs of each individual client.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Retirement Planning
  3. Financial Planning
  4. Tactical Strategies

More about Churchill Management Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10965143

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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