Alesia Mullis
Alesia Mullis is a registered investment advisor at Churchill Financial Advisors, LLC, based in Louisville, KY, with 28 years of industry experience. Alesia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 77 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are negotiable under certain circumstances.
Fee Estimator
Location
312 Whittington Parkway, Suite 201, Louisville, KY, 40222-4925
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alesia is the President and CCO of Churchill Financial Advisors, LLC, an investment management firm, since January 2025. She dedicates about half of her time to compliance-related activities.
Employment History
Current Registrations
Churchill Financial Advisors, LLC
Churchill Financial, LLCBroker
Previous Registrations
Churchill Financial, LLC
Westminster Financial Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.