CHURCHILL MANAGEMENT GROUP
Latest filing: Feb 14, 2025 (63 days ago)
AUM
$10,083,906,150
22% change vs. 1 year ago
27% change vs. 3 years ago
54% change vs. 5 years ago
192% change vs. 10 years ago
Employee Count
55
-2% change vs. 1 year ago
-4% change vs. 3 years ago
-4% change vs. 5 years ago
49% change vs. 10 years ago
Main Office
LOS ANGELES, CA
5900 WILSHIRE BLVD., LOS ANGELES, CA, UNITED STATES, 90036
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $9.9 |
| Non-Discretionary | $0.2 |
| Total | $10.1 |
| Client | AUM |
|---|---|
| Retail | $9.2 |
| Pooled | $0.1 |
| Institutional | $0.8 |
| Total | $10.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,556 | $0.6 |
| Average Individual AUM | $389,296 | |
| HNW | 5,392 | $8.6 |
| Average HNW AUM | $1,596,561 | |
| Retail Total | 6,948 | $9.2 |
| Average Retail AUM | $1,326,195 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $5.3 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $2.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $10.0 |
| Retail SMA AUM | $9.2 |
| Institutional SMA AUM | $0.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 93% | $9.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.4 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $10.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CHARTWELL PROPERTIES, INC. | $0.0 | - | |
| CHARTWELL FAMILY FASHION PLAZA, LLC | $0.0 | - | |
| CHARTWELL FAMILY OFFICE, LLC | $0.0 | - | |
| CHARTWELL FAMILY COLLECTION, LLC | $0.0 | - | |
| CHARTWELL FAMILY GATEWAY, LLC | $0.0 | - | |
| CHARTWELL FAMILY COLLECTION NORTH, LLC | $0.0 | - | |
| CHARTWELL FAMILY PREMIER, LLC | $0.0 | - | |
| CHARTWELL FAMILY PROMENADE, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| CONNER, CHARLES, RANDALL | PRESIDENT, DIRECTOR |
| FERN, FRED, ANDREW | CEO, DIRECTOR |
| FERN, SHERRY, BERNICE | DIRECTOR |
| KARNO, NORTON, STANLEY | SHAREHOLDER |
| HOLMES, EILEEN, ALMQUIST | EXECUTIVE V.P., CHIEF FINANCIAL OFFICER, SECRETARY, DIRECTOR |
| FERN, THEODORE, LOUIS | CHIEF COMPLIANCE OFFICER, EXEC. V.P., DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
43 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN MCCHESNEY | LOS ANGELES | CA | S66|2007-06-04 | ||||||
| MATTHEW ANDERSON | LOS ANGELES | CA | S63|2009-07-15|S66|2013-08-07 | ||||||
| WALTER FLYNN | LOS ANGELES | CA | S63|2001-10-05|S65|2014-07-05 | ||||||
| EILEEN HOLMES | LOS ANGELES | CA | S63|1990-03-28 | ||||||
| DONALD RICHNER | LOS ANGELES | CA | S63|1988-06-23|S65|2004-09-24 | CERTIFIED FINANCIAL PLANNER | |||||
| NICHOLAS RADTKE | LOS ANGELES | CA | S66|2008-02-21 | ||||||
| ALEXANDER DEHERRERA | LOS ANGELES | CA | S65|2013-12-16 | ||||||
| JOSEPH MCLAUGHLIN | LOS ANGELES | CA | S66|2005-09-08 | ||||||
| BRYAN TURNBOW | LOS ANGELES | CA | S66|1998-07-17 | ||||||
| RYAN FORMANEK | LOS ANGELES | CA | S65|2012-07-14 | ||||||
| ROBERT PETERSON | LOS ANGELES | CA | S65|2017-02-17 | ||||||
| MICHAEL CARBONE | LOS ANGELES | CA | S65|2008-09-29 | ||||||
| AMY-LYNN YEAGER | LOS ANGELES | CA | S65|2009-09-02 | ||||||
| MICHAEL FRIEDMAN | LOS ANGELES | CA | S63|1986-06-19|S65|2005-04-25 | ||||||
| GARRETT ALABADO | LOS ANGELES | CA | S66|2005-04-19 | ||||||
| JOHN RODGERS | LOS ANGELES | CA | S63|1998-03-31|S66|2005-05-02 | ||||||
| JANET DUONG | LOS ANGELES | CA | S63|2012-11-28|S65|2021-04-16 | ||||||
| JOSEPH MAGLIO | LOS ANGELES | CA | S66|2008-10-21 | ||||||
| MOYA ALLEN | LOS ANGELES | CA | S65|2016-11-30 | ||||||
| ANDREA RHINEHART | LOS ANGELES | CA | S65|2008-05-14 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $10.1 | $0.0 | 0% | 55 | 0 | 0% |
| 2024-04-02 | $8.2 | $1.8 | 22% | 56 | -1 | -2% |
| 2023-04-04 | $7.2 | $2.9 | 41% | 59 | -4 | -7% |
| 2022-04-01 | $7.9 | $2.2 | 27% | 57 | -2 | -4% |
| 2021-04-05 | $6.6 | $3.5 | 54% | 57 | -2 | -4% |
| 2020-04-01 | $6.6 | $3.5 | 54% | 57 | -2 | -4% |
| 2019-04-01 | $5.5 | $4.6 | 83% | 56 | -1 | -2% |
| 2018-04-02 | $5.2 | $4.8 | 93% | 55 | 0 | 0% |
| 2017-04-01 | $4.0 | $6.1 | 150% | 55 | 0 | 0% |
| 2016-04-01 | $3.8 | $6.2 | 162% | 55 | 0 | 0% |
| 2015-04-01 | $3.5 | $6.6 | 192% | 37 | 18 | 49% |
| 2014-04-01 | $3.2 | $6.9 | 216% | 37 | 18 | 49% |
| 2013-04-01 | $2.6 | $7.5 | 284% | 37 | 18 | 49% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-02/03/2004, AL-06/26/2007, AR-08/31/2007, AZ-07/23/1998, CA-01/01/1970, CO-04/27/2004, CT-02/03/2004, DC-10/31/2005, DE-11/08/2005, FL-02/04/2004, GA-08/09/2004, HI-11/21/2003, IA-04/16/2003, ID-08/09/2004, IL-08/25/2004, IN-09/28/2004, KS-04/16/2003, KY-10/31/2005, LA-02/03/2004, MA-05/12/2005, MD-04/25/2005, ME-03/30/2006, MI-11/21/2003, MN-01/02/2001, MO-04/16/2003, MS-06/26/2007, MT-08/22/2003, NC-08/09/2004, ND-11/28/2000, NE-11/12/2002, NH-10/31/2005, NJ-08/23/2004, NM-03/21/2005, NV-04/12/2000, NY-02/03/2004, OH-04/16/2003, OK-01/26/2001, OR-04/19/2002, PA-10/31/2005, PR-03/08/2010, RI-10/31/2005, SC-08/09/2004, SD-02/06/2004, TN-11/01/2005, TX-01/21/1985, UT-07/16/2004, VA-08/09/2004, VI-02/27/2009, VT-06/26/2007, WA-07/12/1990, WI-08/09/2004, WV-06/26/2007, WY-11/03/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV