Churchill Management Group

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Churchill Management Group, federally registered in 1967, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 43 advisors. Churchill Management Group manages $5.5 billion and provides investment advisory services for 6,990 clients (1:163 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $786,878
Hybrid Advisor No
Disciplinary History No
Total AUM $5.5 billion
Advisor / Client Ratio 1:163
Headquarters Los Angeles, CA
SEC Filings Forms and Brochures    (CRD # 109651)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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greg wrote: What is Premier Wealth Tactical?

9 months ago
Response from Jessica H at

Premier Wealth Tactical is a strategy that focuses on growth over the long-term by judging the prevailing risks in the stock market and by increasing or decreasing stock market exposure in response to those risks. The Premier Wealth Tactical Strategy invests in stocks, ETFs, or other investments that Churchill believes have the potential for significant price increases, domestic or foreign.