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CHURCHILL INVESTMENT MANAGEMENT, LLC
Legal name: CHURCHILL INVESTMENT MANAGEMENT LLC
CRD 305060File 801-121168
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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
- 1415 VANTAGE PARK DRIVE, #240, CHARLOTTE, NC, 28203
- Phone
- 646-517-5353
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 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 8 | 7 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.