Don Childress is a CFA-designated registered investment advisor at Childress Capital Advisors, LLC, based in Houston, TX, with 27 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 367 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee ranges up to 1.0% annually.
Fee Estimator
Location
952 Echo Lane, Suite 365, Houston, TX, 77024
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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
Don is a limited partner advisory board member for Crosstimbers Opportunity Fund, a board member for Camp Ozark Foundation, a business consultant for Move It Opportunities Fund II GP, LLC, and a member of the limited partner advisory committee for Fort Washington Capital Partners Group. These activities involve consulting support and guiding the direction of the respective organizations, taking minimal time overall.
Employment History
Current Registrations
Childress Capital Advisors, LLC
Previous Registrations
Childress Capital Advisors, LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Barclays Capital INC.
Barclays Capital INC.Broker
Goldman, Sachs & CO.Broker
State Registrations2 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.