TrueAdvisor
TrueAdvisor
SD
CFA
SD
CFA

Sarah Caitlin Dolan

Childress Capital Advisors, LLC
8 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 2021 - December 2024 · 3 yrs 10 mos
Bbva Securities INC.Broker
October 2016 - July 2020 · 3 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.