TrueAdvisor
TrueAdvisor
KM
CFP
KM
CFP

Kelley Damiani Mckenna

Childress Capital Advisors, LLC
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Childress Capital Advisors, LLC
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

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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Employment History
Current Registrations
Childress Capital Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Childress Capital Advisors, LLC
February 2022 - December 2024 · 2 yrs 10 mos
Stifel, Nicolaus & Company, Incorporated
December 2015 - January 2022 · 6 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
December 2015 - January 2022 · 6 yrs 1 mo
Barclays Capital INC.
July 2013 - December 2015 · 2 yrs 5 mos
Barclays Capital INC.Broker
June 2013 - December 2015 · 2 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.