CHILDRESS CAPITAL ADVISORS, LLC

C24
CRD 310277·SEC 801-119348·HOUSTON, TX
AUM
$1.21B
$1B+
Est. Revenue
$12.1M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHILDRESS CAPITAL ADVISORS, LLC
CRD
310277
SEC file #
801-119348
EIN
851921052
DBA names

Economics

AUM
$1.21B
AUM band
$1B+
AUM trajectory
'21'26
$413.8M → $1.21B▲ +191%
Client mix
Individuals High Net Worth122
Corporations18
Individuals Other6

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
1 advisors → 3 advisors▲ +200%
Primary office
HOUSTON TX
Branches

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHILDRESS, DON, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CHILDRESS, DON, EDWARD
ROBERTS, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001849561
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2021-03-09
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001849561-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
952 ECHO LANESUITE 365HOUSTON, TX 77024
Business
952 ECHO LANESUITE 365HOUSTON, TX 77024
Edgar EIN
851921052
Edgar Recent Filings
13F-HR2026-04-29 · 0001849561-26-000003
13F-HR2026-01-26 · 0001849561-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3107744
Trust Company Affiliate
No