C&
Childress & Co Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 341213
· SEC file 801-136231
·
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ADV data as of Aug 23, 2026
- Regulatory AUM
- $120M
- Discretionary
- $120M
- Clients
- 19
- Avg AUM / client
- $6.3M
- Accounts
- 54
- Employees
- 2
AUM over time
$0
$120M
Apr 9, 2026
Aug 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 17 | $50.1M | 41.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $58.9M | 48.9% |
| Charitable organizations | Fewer than 5 clients | $11.4M | 9.44% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lewis Swift Lee Jr | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 850 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 23, 2026.
View current Form ADV (SEC/IAPD) ↗