Patrick Church
Advisor at Church Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Church Capital
Location
Buckeye, AZ
Credentials
Series 63, Series 65
Industry experience
16 years
About
Patrick Church is the sole advisor at Church Capital, an independent investment advisory firm based in Buckeye, Arizona. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Church has operated Church Capital since 2013. Church Capital serves individuals, high-net-worth clients, and a limited number of pension and profit-sharing plans, managing approximately $23 million in discretionary assets. The firm provides ongoing discretionary portfolio management, directs clients to third-party money managers when appropriate, and acts as an ERISA 3(38) fiduciary offering retirement plan model management and consulting.
Fee options
$0 - $100,000: 1.50% Above $100,000+: 1.00%
Location
Buckeye, AZ
Most active in
Patrick C has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Church Capital
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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