Childress Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,263,650
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$466,236
About
Childress Investment Management provides discretionary portfolio management to individuals, trusts and small businesses, investing in mutual funds, ETFs, stocks and bonds. As of March 17, 2026 the firm managed about $3.26 million for seven clients and customizes portfolios based on clients’ age, income, net worth and risk tolerance.
Investment decisions are driven by analysis of U.S. and global economic indicators—job growth, GDP, interest rates and corporate earnings—and allocations between stocks, bonds and money market funds are adjusted accordingly. Portfolio shifts are typically incremental (around 5% changes) with larger allocations used in emergency market conditions, and the firm primarily recommends no-load mutual funds, ETFs and individual securities while acknowledging that its approach does not eliminate the risk of loss.
Compared with many peers, the firm provides detailed written quarterly reports that list positions, yields, transactions, deposits/withdrawals and fees, and it also maintains a public website and a Twitter account, reflecting a periodical/digital communication practice that is uncommon among similar solo independent advisors. The firm operates with discretionary authority but does not take custody of client assets or accept proxy voting, and the sole advisor reviews accounts daily or weekly depending on market activity.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $250,000: 1.25% $250,001+: Negotiable, based on size and objectives of account
Account minimum: $10,000 for mutual fund accounts; $100,000 for brokerage accounts (minimums may be waived) Fee-only: 1.25% annually for assets up to $250,000; negotiable fees above $250,000
Main office location
Childress Investment Management
Sedona AZ, United States
Number of offices
1
Most active in
Childress Investment Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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