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CHURCHILL INVESTMENT MANAGEMENT LLC
CRD 305060File 801-121168
APPROVED
Custody
Filing as of Aug 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.14B
Top 10% of cohort (national)
Discretionary AUM
$12.14B
Non-discretionary $5.8M
Clients
7
8 accounts
Employees
101
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 7, 2021
- Principal office
- 4444 SOUTH BLVD, CHARLOTTE, NC, 28209
- Phone
- 646-517-5353
- Website
- https://www.churchillre.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.14B
- Discretionary AUM
- $12.14B
- Non-discretionary AUM
- $5.8M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 1
- Total accounts
- 8
- AUM per client
- $1.73B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $12.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ADVANCE, SERVICING, EXTENSION, ORIGINATION AND MODIFICATION FEES
- Performance-based fees
- 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
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Employees | 87 | 101 | increased by14 |
| Apr 1, 2026 | Clients | 7 | 8 | increased by1 |
| Apr 1, 2026 | AUM | $10,006,003,201 | $12,143,283,506 | increased by$2,137,280,305 |
| Apr 1, 2026 | Accounts | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 87 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,309,386,979 | $10,006,003,201 | increased by$7,696,616,222 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 7 | increased by1 |
| Apr 1, 2022 | Employees | 34 | 50 | increased by16 |
| Apr 1, 2022 | Clients | 5 | 6 | increased by1 |
| Apr 1, 2022 | AUM | $394,181,531 | $2,309,386,979 | increased by$1,915,205,448 |
| Apr 1, 2022 | Accounts | 5 | 6 | increased by1 |
| Jun 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 “CHURCHILL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHURCHILL INVESTMENT” 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.