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CHANNING GLOBAL ADVISORS, LLC
CRD 290893File 801-112256
APPROVED
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$1.06B
Non-discretionary $46.3M
Clients
28
37 accounts
Employees
8
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 4, 2018
- Principal office
- 500 E. BROWARD BLVD, SUITE 1135, FORT LAUDERDALE, FL, 33394
- Phone
- 305-517-5107
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $46.3M
- Discretionary accounts
- 35
- Non-discretionary accounts
- 2
- Total accounts
- 37
- AUM per client
- $39.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $789K |
| Charitable organizations | 16 | $237.5M |
| Other investment advisers | Fewer than 5 | $49.5M |
| Pooled investment vehicles | 3 | $90.6M |
| State or municipal government entities | 9 | $726.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 33 | 28 | decreased by5 |
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 26 | 33 | increased by7 |
| Apr 1, 2026 | AUM | $844,225,000 | $1,110,391,098 | increased by$266,166,098 |
| Apr 1, 2026 | Accounts | 33 | 37 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 26 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $357,938,000 | $844,225,000 | increased by$486,287,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 33 | increased by13 |
| May 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2022 | AUM | $357,909,000 | $357,938,000 | increased by$29,000 |
| May 1, 2022 | Accounts | 17 | 20 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHANNING GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHANNING GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.