Childress Capital Advisors LLC
Overview
Childress Capital Advisors LLC is a Houston-based private investment firm offering comprehensive financial services. The firm specializes in discretionary investment management, financial planning, and consulting services, constructing diversified portfolios using a mix of equities, fixed income, ETFs, and alternative investments. Their approach is based on disciplined, long-term asset allocation, active monitoring, and continual rebalancing to achieve investment objectives while managing risk. As of March 2024, the firm managed $742 million in assets across approximately 336 accounts on a discretionary basis, serving high net worth individuals, families, and institutional clients. The firm is led by Don E. Childress II, CFA, CPA®, who founded the company in 2020. Childress Capital Advisors LLC is a registered investment adviser with the U.S. Securities and Exchange Commission, operating as a fiduciary to act in the best interests of its clients.
Investment Focus
- High net worth individuals
- Families
- Institutional clients
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Childress Capital Advisors LLC
What sectors does Childress Capital Advisors LLC invest in?
Childress Capital Advisors LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Texas, United States. Childress Capital Advisors LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Childress Capital Advisors LLC invest at?
Childress Capital Advisors LLC backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Childress Capital Advisors LLC invest in?
Childress Capital Advisors LLC invests across United States.
What companies has Childress Capital Advisors LLC invested in?
Childress Capital Advisors LLC's portfolio includes Apple Inc., NVIDIA Corporation, SPDR S&P 500 ETF Trust, Microsoft Corp., Exxon Mobil Corp., ConocoPhillips, Fidelity Covington Trust and Goldman Sachs Group Inc..
Last updated · Source: ConnectSafely investor database
