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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.
Latest 13F Filing Activity
Childress Capital Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 312 equity positions with a total 13F market value of $547M. The fund increased holdings in Goldman Sachs Group Inc., Goldman Sachs Etf TR, Invesco Exch Traded FD TR II among other positions. Childress Capital Advisors, LLC reduced exposure to J P Morgan Exchange Traded F, Ishares TR, J P Morgan Exchange Traded F among others.
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 | |
|---|---|---|---|
S Sarah Dolan | Portfolio Manager | Houston, TX , United States |
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