CHILDRESS CAPITAL ADVISORS, LLC
Adviser information for CHILDRESS CAPITAL ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 336 | $742.1M |
| Non-Discretionary | 0 | $0 |
| Total | 336 | $742.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 13 | $2.7M |
| HNW Individuals | 284 | $564.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 39 | $175.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
952 ECHO LANESUITE 365
HOUSTON
TX
United States
Monday - Friday, 8AM TO 5PM
Tel: 832-404-2104, Fax: None
Chief Compliance Officer
DANIEL ROBERTS
12203 MOUNTAIN ISLAND TRAIL
PARRISH
FL
United States
Tel:
402-990-2768
D*******@*****************M
(Full email address available in API data)
Regulatory Contact
DON CHILDRESS
FOUNDER/MANAGING MEMBER
952 ECHO LANE
SUITE 365
HOUSTON
TX
United States
Tel:
832-404-2987
D************@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHILDRESS, DON, EDWARD | Individual | – | FOUNDER/MANAGING MEMBER | 07/2020 | > 75% |
| ROBERTS, DANIEL | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 29M | 250K | – |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 26M | 548K | – |
| NATIXIS ETF TRUST II | VAUGHAN NELSN SL | 21M | 642K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 19M | 327K | – |
| CONOCOPHILLIPS | COM | 16M | 144K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 13M | 24K | – |
| NVIDIA CORPORATION | COM | 12M | 95K | – |
| MICROSOFT CORP | COM | 12M | 26K | – |
| APPLE INC | COM | 11M | 51K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 10M | 640K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 8M | 149K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 6M | 57K | – |
| MAIN STR CAP CORP | COM | 6M | 117K | – |
| AMAZON COM INC | COM | 6M | 30K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 6M | 191K | – |
| ALPHABET INC | CAP STK CL A | 5M | 26K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 5M | 94K | – |
| TARGA RES CORP | COM | 4M | 34K | – |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 4M | 102K | – |
| META PLATFORMS INC | CL A | 4M | 8K | – |
| TIDAL ETF TR | SP FDS S&P 500 | 4M | 92K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 7K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 8K | – |
| ISHARES TR | MSCI KLD400 SOC | 3M | 29K | – |
| IDEXX LABS INC | COM | 3M | 6K | – |
| MPLX LP | COM UNIT REP LTD | 3M | 61K | – |
| ALPHABET INC | CAP STK CL C | 2M | 12K | – |
| BROADCOM INC | COM | 2M | 1K | – |
| CHEVRON CORP NEW | COM | 2M | 14K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 12K | – |
| ELI LILLY &CO | COM | 2M | 2K | – |
| DEVON ENERGY CORP NEW | COM | 2M | 43K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 2M | 3 | – |
| TIDAL ETF TR | SP DWJNS SUKUK | 2M | 101K | – |
| ISHARES TR | RUSSELL 2000 ETF | 2M | 8K | – |
| BANK AMERICA CORP | COM | 2M | 42K | – |
| JPMORGAN CHASE &CO. | COM | 2M | 8K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 10K | – |
| SHELL PLC | SPON ADS | 2M | 21K | – |
| MERCK &CO INC | COM | 2M | 12K | – |
| VISA INC | COM CL A | 1M | 6K | – |
| JOHNSON &JOHNSON | COM | 1M | 10K | – |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 1M | 27K | – |
| TESLA INC | COM | 1M | 7K | – |
| RANGE RES CORP | COM | 1M | 40K | – |
| PFIZER INC | COM | 1M | 46K | – |
| CISCO SYS INC | COM | 1M | 27K | – |
| VANGUARD WORLD FD | INF TECH ETF | 1M | 2K | – |
| NUVEEN AMT FREE QLTY MUN INC | COM | 1M | 109K | – |
| UNITEDHEALTH GROUP INC | COM | 1M | 2K | – |
| ADOBE INC | COM | 1M | 2K | – |
| BLACKSTONE MTG TR INC | COM CL A | 1M | 65K | – |
| HOME DEPOT INC | COM | 1M | 3K | – |
| ABBVIE INC | COM | 1M | 7K | – |
| NETFLIX INC | COM | 1M | 2K | – |
| PEPSICO INC | COM | 1M | 6K | – |
| PACER FDS TR | PACER US SMALL | 1M | 24K | – |
| COSTCO WHSL CORP NEW | COM | 1M | 1K | – |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 1M | 10K | – |
| MASTERCARD INCORPORATED | CL A | 993K | 2K | – |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 975K | 40K | – |
| CVS HEALTH CORP | COM | 970K | 16K | – |
| CHENIERE ENERGY INC | COM NEW | 926K | 5K | – |
| ADVANCED MICRO DEVICES INC | COM | 923K | 6K | – |
| COCA COLA CO | COM | 883K | 14K | – |
| ANTERO MIDSTREAM CORP | COM | 866K | 59K | – |
| BOEING CO | COM | 851K | 5K | – |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 831K | 16K | – |
| VERIZON COMMUNICATIONS INC | COM | 798K | 19K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 794K | 1K | – |
| PHILLIPS 66 | COM | 776K | 5K | – |
| APPLIED MATLS INC | COM | 763K | 3K | – |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 731K | 39K | – |
| LINDE PLC | SHS | 729K | 2K | – |
| ISHARES TR | RUS 1000 ETF | 729K | 2K | – |
| INTUIT | COM | 724K | 1K | – |
| INTUITIVE SURGICAL INC | COM NEW | 702K | 2K | – |
| WELLS FARGO CO NEW | COM | 698K | 12K | – |
| KINETIK HOLDINGS INC | COM NEW CL A | 688K | 17K | – |
| ISHARES TR | CORE US AGGBD ET | 664K | 7K | – |
| ORACLE CORP | COM | 658K | 5K | – |
| WALMART INC | COM | 622K | 9K | – |
| STARWOOD PPTY TR INC | COM | 620K | 33K | – |
| AMGEN INC | COM | 619K | 2K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 612K | 4K | – |
| LAM RESEARCH CORP | COM | 590K | 554 | – |
| SPDR SER TR | S&P DIVID ETF | 581K | 5K | – |
| TEXAS INSTRS INC | COM | 576K | 3K | – |
| SALESFORCE INC | COM | 576K | 2K | – |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 553K | 2K | – |
| AMERICAN EXPRESS CO | COM | 552K | 2K | – |
| AT&T INC | COM | 552K | 29K | – |
| QUALCOMM INC | COM | 551K | 3K | – |
| FORD MTR CO DEL | COM | 529K | 42K | – |
| CROWN CASTLE INC | COM | 525K | 5K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 523K | 2K | – |
| KRAFT HEINZ CO | COM | 508K | 16K | – |
| DANAHER CORPORATION | COM | 507K | 2K | – |
| TXO PARTNERS LP | COM UNIT | 507K | 25K | – |
| UNION PAC CORP | COM | 496K | 2K | – |
| GE AEROSPACE | COM NEW | 495K | 3K | – |
| MORGAN STANLEY | COM NEW | 491K | 5K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 489K | 6K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 485K | 3K | – |
| ABBOTT LABS | COM | 479K | 5K | – |
| TJX COS INC NEW | COM | 472K | 4K | – |
| BOOKING HOLDINGS INC | COM | 471K | 119 | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 466K | 2K | – |
| HONEYWELL INTL INC | COM | 466K | 2K | – |
| SERVICENOW INC | COM | 464K | 590 | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 462K | 3K | – |
| USA COMPRESSION PARTNERS LP | COMUNIT LTDPAR | 460K | 19K | – |
| UNITED PARCEL SERVICE INC | CL B | 444K | 3K | – |
| BOSTON SCIENTIFIC CORP | COM | 442K | 6K | – |
| RTX CORPORATION | COM | 435K | 4K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 430K | 10K | – |
| FREEPORT-MCMORAN INC | CL B | 427K | 9K | – |
| MCDONALDS CORP | COM | 418K | 2K | – |
| ALPS ETF TR | ALERIAN MLP | 408K | 9K | – |
| TOLL BROTHERS INC | COM | 407K | 4K | – |
| MICRON TECHNOLOGY INC | COM | 405K | 3K | – |
| VALERO ENERGY CORP | COM | 404K | 3K | – |
| SOUTHERN CO | COM | 401K | 5K | – |
| AMERICAN TOWER CORP NEW | COM | 399K | 2K | – |
| GILEAD SCIENCES INC | COM | 395K | 6K | – |
| STRYKER CORPORATION | COM | 393K | 1K | – |
| PHILIP MORRIS INTL INC | COM | 391K | 4K | – |
| KLA CORP | COM NEW | 378K | 459 | – |
| NEXTERA ENERGY INC | COM | 371K | 5K | – |
| LOCKHEED MARTIN CORP | COM | 370K | 792 | – |
| TRANE TECHNOLOGIES PLC | SHS | 367K | 1K | – |
| DUKE ENERGY CORP NEW | COM NEW | 365K | 4K | – |
| LOWES COS INC | COM | 362K | 2K | – |
| FISERV INC | COM | 362K | 2K | – |
| ILLINOIS TOOL WKS INC | COM | 359K | 2K | – |
| ISHARES TR | CORE S&P TTL STK | 356K | 3K | – |
| S&P GLOBAL INC | COM | 353K | 792 | – |
| VERTEX PHARMACEUTICALS INC | COM | 353K | 753 | – |
| ENTERGY CORP NEW | COM | 351K | 3K | – |
| COMCAST CORP NEW | CL A | 349K | 9K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 348K | 1K | – |
| CENCORA INC | COM | 340K | 2K | – |
| ELEVANCE HEALTH INC | COM | 339K | 625 | – |
| INTERNATIONAL BUSINESS MACHS | COM | 338K | 2K | – |
| KINDER MORGAN INC DEL | COM | 334K | 17K | – |
| CATERPILLAR INC | COM | 332K | 997 | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 329K | 2K | – |
| DIAMONDBACK ENERGY INC | COM | 326K | 2K | – |
| THE CIGNA GROUP | COM | 325K | 983 | – |
| ISHARES TR | IBONDS DEC24 ETF | 313K | 12K | – |
| KENVUE INC | COM | 313K | 17K | – |
| ARISTA NETWORKS INC | COM | 303K | 865 | – |
| TOTALENERGIES SE | SPONSORED ADS | 301K | 5K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 301K | 1K | – |
| UBER TECHNOLOGIES INC | COM | 296K | 4K | – |
| CITIGROUP INC | COM NEW | 290K | 5K | – |
| GOLDMAN SACHS GROUP INC | COM | 289K | 638 | – |
| REGENERON PHARMACEUTICALS | COM | 286K | 272 | – |
| INTEL CORP | COM | 285K | 9K | – |
| ENCORE WIRE CORP | COM | 285K | 984 | – |
| VANECK ETF TRUST | GOLD MINERS ETF | 285K | 8K | – |
| CARRIER GLOBAL CORPORATION | COM | 281K | 4K | – |
| MCKESSON CORP | COM | 276K | 473 | – |
| AUTOZONE INC | COM | 270K | 91 | – |
| PROLOGIS INC. | COM | 267K | 2K | – |
| CUMMINS INC | COM | 267K | 963 | – |
| PNC FINL SVCS GROUP INC | COM | 265K | 2K | – |
| SELECT SECTOR SPDR TR | ENERGY | 263K | 3K | – |
| KKR &CO INC | COM | 262K | 2K | – |
| KIMBERLY-CLARK CORP | COM | 261K | 2K | – |
| SCHWAB CHARLES CORP | COM | 260K | 4K | – |
| MOODYS CORP | COM | 257K | 611 | – |
| EATON CORP PLC | SHS | 255K | 814 | – |
| SYSCO CORP | COM | 251K | 4K | – |
| SEMPRA | COM | 251K | 3K | – |
| WILLIAMS COS INC | COM | 247K | 6K | – |
| TARGET CORP | COM | 246K | 2K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 245K | 1K | – |
| SIMON PPTY GROUP INC NEW | COM | 243K | 2K | – |
| AMERIPRISE FINL INC | COM | 241K | 563 | – |
| CHUBB LIMITED | COM | 240K | 939 | – |
| EMERSON ELEC CO | COM | 238K | 2K | – |
| MONDELEZ INTL INC | CL A | 236K | 4K | – |
| ISHARES TR | IBONDS DEC25 ETF | 235K | 9K | – |
| PALO ALTO NETWORKS INC | COM | 233K | 686 | – |
| HERCULES CAPITAL INC | COM | 233K | 11K | – |
| AMERICAN INTL GROUP INC | COM NEW | 230K | 3K | – |
| MEDTRONIC PLC | SHS | 229K | 3K | – |
| DEERE &CO | COM | 227K | 607 | – |
| ISHARES TR | MSCI EAFE ETF | 225K | 3K | – |
| AGILENT TECHNOLOGIES INC | COM | 223K | 2K | – |
| COLGATE PALMOLIVE CO | COM | 221K | 2K | – |
| TRAVELERS COMPANIES INC | COM | 221K | 1K | – |
| PROGRESSIVE CORP | COM | 220K | 1K | – |
| TRACTOR SUPPLY CO | COM | 220K | 814 | – |
| ISHARES TR | CORE HIGH DV ETF | 217K | 2K | – |
| DISNEY WALT CO | COM | 217K | 2K | – |
| WELLTOWER INC | COM | 216K | 2K | – |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 215K | 4K | – |
| MARSH &MCLENNAN COS INC | COM | 214K | 1K | – |
| OREILLY AUTOMOTIVE INC | COM | 213K | 202 | – |
| THIRD COAST BANCSHARES INC | COM | 213K | 10K | – |
| CSX CORP | COM | 212K | 6K | – |
| CDW CORP | COM | 211K | 942 | – |
| D R HORTON INC | COM | 211K | 1K | – |
| SCHLUMBERGER LTD | COM STK | 210K | 4K | – |
| CONSTELLATION ENERGY CORP | COM | 209K | 1K | – |
| NETAPP INC | COM | 207K | 2K | – |
| WASTE MGMT INC DEL | COM | 207K | 969 | – |
| ISHARES TR | RUS 1000 GRW ETF | 206K | 566 | – |
| ZOETIS INC | CL A | 206K | 1K | – |
| CINTAS CORP | COM | 206K | 294 | – |
| EQUINIX INC | COM | 206K | 272 | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 205K | 1K | – |
| OTIS WORLDWIDE CORP | COM | 204K | 2K | – |
| TEXTRON INC | COM | 203K | 2K | – |
| REPUBLIC SVCS INC | COM | 203K | 1K | – |
| STARBUCKS CORP | COM | 202K | 3K | – |
| GENERAL DYNAMICS CORP | COM | 201K | 693 | – |
| FEDEX CORP | COM | 201K | 670 | – |
| SYNOPSYS INC | COM | 201K | 337 | – |