DC
CFA
DC
CFA

Don Edward Childress

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
367 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$826.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

952 Echo Lane, Suite 365, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

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.

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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
February 2025 - Present · 1 yr
Previous Registrations
Childress Capital Advisors, LLC
September 2020 - December 2024 · 4 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2015 - September 2020 · 4 yrs 9 mos
Stifel, Nicolaus & Company, Incorporated
December 2015 - September 2020 · 4 yrs 9 mos
Barclays Capital INC.
January 2013 - December 2015 · 2 yrs 11 mos
Barclays Capital INC.Broker
January 2013 - December 2015 · 2 yrs 11 mos
Goldman, Sachs & CO.Broker
October 1998 - January 2013 · 14 yrs 3 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.
Don Edward Childress - Financial Advisor | TrueAdvisor