Investment adviser · CRD 341213
CHILDRESS & CO LLC
Investment adviser filing (IA)
· Form ADV filed Aug 23, 2026
- Regulatory AUM
- $120M Form ADV · Item 5.F
- Client accounts
- 54 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $58,864,174 | 48.9% |
| High-net-worth individuals | 17 | $50,070,516 | 41.6% |
| Charities | Fewer than 5 | $11,353,791 | 9.4% |
Filing source
Form ADV 2124032 · Aug 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
108ROther Private Fund · Last reported Aug 23, 2026$50.2MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-6126220287
- Reported beneficial owners
- 10
- Minimum commitment
- $0
Form ADV 2124032 · Aug 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
116MOther Private Fund · Last reported Aug 23, 2026$8.68MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-9800147892
- Reported beneficial owners
- 10
- Minimum commitment
- $0
Form ADV 2124032 · Aug 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 23, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
CRD 341213
Filing source
Form ADV 2124032 · Aug 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.