Churchill Management Group - Beavercreek

Wealth Management Firm in Beavercreek, OH

Firm Info
Address: 70 Birch Alley Suite 240, Beavercreek, OH 45440, USA
Phone: (617) 512-2066

Firm Size
Assets Under Management: $7.9 billion
# of Advisors: 43
# of Clients: 18,036
Client to Advisor Ratio: 419:1
Average Account Size: $438,845
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Churchill Management Group Overview

Churchill Management Group is a well-established investment advisory firm that has been providing investment advice since 1967. The firm is headquartered in Los Angeles, CA, and follows a fee-based fee arrangement. As an investment advice-only firm, Churchill Management Group offers financial planning, portfolio management for individuals and small businesses, and portfolio management of pooled investment vehicles. The highly-skilled team at Churchill Management Group is dedicated to helping clients achieve their financial goals. The firm provides personalized financial planning services to help clients make informed investment decisions and manage their wealth. The portfolio management services offered by the firm include the selection and management of investments that align with clients' long-term objectives. Churchill Management Group is committed to providing clients with exceptional service that meets their unique investment needs. The firm's long-standing history and proven track record of success make them a reliable partner for individuals and small businesses seeking to grow their wealth. With a focus on providing sound investment advice, Churchill Management Group is a top choice for those looking to maximize their investment returns.

, hourly rate, performance-based fee, flat fee, combination of fees. Churchill Management Group serves a diverse range of clients. These include individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, and charitable organizations. They also work with other corporation types not listed as well as other types of clients. The firm isn't limited to catering to certain types of clients, and their team is experienced in providing tailored support and guidance to each client's unique circumstances. For fee structures, Churchill Management Group offers a range of options depending on the service provided. These include a percentage of assets under management, hourly rate, performance-based fee, flat fee, or a combination of fees. Clients can choose a fee structure that aligns with their financial goals and preferences. A percentage of assets under management, or AUM, fee structure, for example, is calculated based on the total value of assets managed by the firm. An hourly rate fee structure is charged based on the number of hours the team spends on a client's project or consultation. A performance-based fee structure is calculated as a percentage of the client's investment performance. A flat fee structure, on the other hand, charges a fixed amount regardless of the scope of work. Churchill Management Group believes in transparency and offers flexible fee structures to better serve their clients.

Typical Clients, Fee Structures & Investment Minimum

According to Churchill Management Group's Part 2 Brochure, the firm prefers accounts with a minimum of $750,000. However, for investors in the Chartwell Funds, there is a required investment minimum of $1,000,000. It is worth noting that Churchill may waive this minimum for investors in the Chartwell Funds. Therefore, potential investors should reach out to Churchill Management Group directly to inquire about investment minimums for their specific situation.

How This Office Can Help Beavercreek, OH Residents

Thrivent Financial-Lutherans is a leading financial services provider that offers a wide range of investment and financial planning services to clients in Waterloo, IA. They have a team of experts who work closely with clients to understand their financial goals and needs and create customized financial plans that help them achieve their targets. Clients in Waterloo, IA may be facing multiple financial situations, including retirement planning, college funding, investment planning, and insurance planning. Thrivent Financial-Lutherans assists these clients by offering a comprehensive range of services that cater to all these needs. They also provide assistance with estate planning, tax planning, and investment management, among other services. With their experienced financial advisors, clients in Waterloo, IA can be confident that they will receive the personalized attention they need to navigate any challenging financial situations they may encounter.

To view the Minimum Investment and Fee Schedule for Churchill Management Group, visit their Part 2 Brochure.

Services Offered by Churchill Management Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Churchill Management Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 70 Birch Alley Suite 240, Beavercreek, OH 45440, USA
Phone (617) 512-2066
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5900 WILSHIRE BLVD., SUITE 400, LOS ANGELES, CA 90036, United States

This firm has no other locations.

State Registrations

Churchill Management Group is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Churchill Management Group does not have any disclosures. Please visit it's Form ADV for more details.