Robert A. Koort

CHILDRESS CAPITAL ADVISORS

Houston, TX 77024

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CRD#: 2434749

Professional summary

Robert Andrew Koort is a registered financial advisor currently at CHILDRESS CAPITAL ADVISORS, LLC located in Houston, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Andrew Koort's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 9, 2026 - Present

CHILDRESS CAPITAL ADVISORS, LLC

Office #1: 952 Echo Lane Suite 365, Houston, TX 77024

RIA

CRD#: 310277

Houston, TX

Past

March 11, 2002 - May 10, 2022

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

June 22, 1998 - March 11, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

November 29, 1997 - June 19, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

August 8, 1995 - June 19, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHILDRESS CAPITAL ADVISORS, LLC

CCA, LLC | CHILDRESS CAPITAL ADVISORS, LLC

CRD#: 310277 / SEC#: 801-119348

RIA

Registered Investment Advisory firm - (8/27/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 11/8/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 7/31/1995

General Securities Representative Examination

Current Firm

CHILDRESS CAPITAL ADVISORS, LLC

CCA, LLC | CHILDRESS CAPITAL ADVISORS, LLC

CRD#: 310277 / SEC#: 801-119348

RIA

Registered Investment Advisory firm - (8/27/2020 Approved)

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Contact information

Main Address

952 Echo Lane Suite 365, Houston, TX 77024

Mailing Address

Phone number

(832) 404-2104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHILDRESS CA ADV PART 2A DISCLOSURE BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 1,205,051,875

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert A. Koort

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Andrew Koort's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

DEUTSCHE BANK SECURITIES INC.

SALOMON BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

CHILDRESS CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/16/1998

SIE

Date: 10/1/2018

Series 87

Date: 11/8/2004

Series 7

Date: 7/31/1995

Current Firm

CHILDRESS CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHILDRESS CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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