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Churchill Management Group is a sophisticated wealth management firm focused on investment management and financial planning. Dedicated to those we serve and committed to managing your risk with our proven multi-strategy approach, we are here to guide our clients towards the best path for long-term financial success.

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1963
Founded
$9.0B*
AUM
*As of 3-31-2024. AUM includes both discretionary and non-discretionary assets under advisement. Churchill Management Group is a registered investment advisor. For GIPS® purposes the firm definition does not include direct real estate assets.
Services
Investment Management
Combining our tactical and Fully Invested Strategies, we offer fully customizable investment plans with the aim of weathering all market environments and reaching your investment goals.
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Financial Planning
Our financial planning services focus on your long-term needs and financial objectives with dedicated teams providing personalized advice and guidance whenever you need.
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Awards
Churchill Management Group #7 on Forbes 2023 America’s Top RIAs
Source: Forbes.com (Awarded October 2023). Data compiled by Shook Research, LLC. Based on time period from 3/31/22-3/31/23. CMG did not pay to participate in the Forbes rating.
ETF Sector Rotation – MorningstarTM 5-Star Overall Rating Rating
Source: Morningstar, Inc. (awarded May 2024). Data compiled by Morningstar, Inc. Based on time period from 4/1/14 – 3/31/24. CMG did not pay to participate in the Morningstar rating, but does pay a licensing fee to use the Morningstar logo. Click here for additional disclosures.
PSN Manager of the Decade (2023)
Source: Informa PLC (awarded February 2024) Data compiled by Informa PLC Based on time periods from 1/1/13 – 12/31/23 CMG did not pay to participate in the PSN rating, but does pay a licensing fee to use the PSN logo.
Barron’s Top 100 RIA Firms
Source: Barron’s (awarded September 2023). Data compiled by Barron’s. Based on data as of 6/30/23. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. CMG did not pay to participate in the Barron’s rating but CMG did purchase a profile on Barron’s.
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Recent Perspectives

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  • Articles
    May 16, 2024

    Personalized Wealth Management: Why Personalization is Important for Your Financial Success

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    April 30, 2024

    8 Key Retirement Planning Tips for Building a Secure Financial Future

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    April 25, 2024

    Are Financial Advisors Worth It? Unpacking the Benefits They Bring to Your Financial Future

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  • Articles
    April 25, 2024

    10 Reasons Why Retirement Planning is Important & Must-Know Tips for 2024

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  • Articles
    January 30, 2024

    Why Equity Investments are Still Viable for Long-Term Growth: 4 Key Factors

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Churchill Management Group

5900 Wilshire Boulevard
Suite 400
Los Angeles, California 90036

+1 877.937.7110

Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.

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