CHURCHILL INVESTMENT MANAGEMENT, LLC

1415 Vantage Park Drive
#240
Charlotte, North Carolina 28203
Tel: 646-517-5353

About CHURCHILL INVESTMENT MANAGEMENT, LLC

CHURCHILL INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CHURCHILL INVESTMENT MANAGEMENT, LLC. The firm was established in 05/07/2021. They have over 3 offices throughout the country.

CHURCHILL INVESTMENT MANAGEMENT, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $187,071,471 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 85 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305060
SEC#	801-121168
Assets Managed by Firm	$187,071,471
No. of Clients	4
No. of Advisors	85

Fee Structure

A percentage of AUM
Performance Based
Other (ADVANCE, SERVICING, EXTENSION AND MODIFICATION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$187,071,471

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