Childress Capital Advisors, LLC
Childress Capital Advisors, LLC is a privately owned SEC-registered investment adviser founded in 2020 and headquartered in Houston, TX. The firm is owned by Don Childress II, CFA, CPA®, and as of March 2024, manages $742 million in assets across roughly 336 accounts on a discretionary basis. Childress Capital Advisors primarily serves high net worth individuals, families, and institutional clients through investment management and advisory services provided by a team of 6 employees, including investment advisors and support staff.
Investment Strategy
Childress Capital Advisors offers discretionary investment management and investment advisory services tailored to individual client risk profiles, investment goals, and financial circumstances. The firm constructs broadly diversified portfolios using a mix of equities, fixed income, ETFs, and occasionally alternative investments. Their approach is based on disciplined, long-term asset allocation, active monitoring, and continual rebalancing to achieve investment objectives while managing risk. The firm provides personalized strategies for high net worth and institutional clients and does not offer wrap fee programs.
Top Holdings
Equity Positions (312)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FDVV | FIDELITY COVINGTON TRUST | 7.82% | $42.8M | 767,848 | $40.73 | $55.71 | -$218.6K |
G GS | GOLDMAN SACHS GROUP INC | 7.57% | $41.4M | 52,046 | $790.73 | $796.35 | +$40.9M |
S SPY | SPDR S&P 500 ETF TR | 4.71% | $25.8M | 38,668 | $483.08 | $666.18 | +$3.2M |
X XOM | EXXON MOBIL CORP | 4.31% | $23.6M | 209,116 | $55.54 | $112.75 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 3.39% | $18.6M | 99,517 | $48.88 | $186.58 | +$3.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
| Portfolio Manager | Houston, TX , United States |