DC
Don E. Childress
CHILDRESS CAPITAL ADVISORS
Houston, TX 77024
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CRD#: 3107744
DC
Professional summary
Don Edward Childress II, who also goes by Don Edward Childress, is a registered financial advisor currently at CHILDRESS CAPITAL ADVISORS, LLC located in Houston, Texas.
Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Don has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Edward Childress
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.
1. CROSSTIMBERS OPPORTUNITY FUND; INVESTMENT RELATED; 55 WAUGH DRIVE, SUITE 800 HOUSTON TX 77007; PRIVATE EQUITY FUND; LIMITED PARTNER ADVISORY BOARD MEMBER; REQUESTED BY THE GENERAL PARTNER TO REPRESENT LIMITED PARTNER INVESTORS AS NEEDED BY THE GP; START DATE 08/01/2017; 3 HOURS PER QUARTER; ZERO HOURS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE CONSULTING SUPPORT ON FUND. 2. CAMP OZARK FOUNDATION; NOT INVESTMENT RELATED; HOUSTON, TX; TO FACILITATE THE EMOTIONAL AND SPIRITUAL GROWTH OF CHILDREN AND YOUTH, REGARDLESS OF WEALTH STATUS, THROUGH THE PROVISION OF A CHRIST CENTERED, VALUES-BASED SUMMER CAMP EXPERIENCE AND YEAR ROUND MINISTRY AND MENTORING; BOARD MEMBER; START DATE 11/4/2020; .25 HOURS PER MONTH; .25 HOURS PER MONTH DURING SECURITIES HOURS; DUTIES INCLUDE TWO MEETINGS A YEAR TO HELP GUIDE THE DIRECTION OF THE FOUNDATION ACTIVITIES. 3. MOVE IT OPPORTUNITIES FUND II GP, LLC; INVESTMENT RELATED; DALLAS, TX; PRIVATE SELF STORAGE REAL ESTATE PARTNERSHIP; BUSINESS CONSULTANT; START DATE 6/3/2022; EIGHT HOURS A MONTH; EIGHT HOURS DURING SECURITIES HOURS; DUTIES INCLUDE CONSULTING SUPPORT ON FUND. 4. FORT WASHINGTON CAPITAL PARTNERS GROUP; INVESTMENT RELATED; CINCINNATI, OH; PRIVATE EQUITY AND VENTURE CAPITAL FIRM; MEMBER OF LIMITED PARTNER ADVISORY COMMITTEE; START DATE 2/14/23; ONE HOUR PER QUARTER; ZERO HOURS DURING SECURITIES HOURS; DUTIES INCLUDE CONSULTING SUPPORT ON FUND IV.
CRS (Client Relationship Summary) - RIA
Click below to view Don Edward Childress II's 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®
NoneExperience
Current
February 12, 2025 - Present
CHILDRESS CAPITAL ADVISORS, LLC
Office #1: 952 Echo Lane Suite 365, Houston, TX 77024RIA
CRD#: 310277
Houston, TX
Past
September 2, 2020 - December 31, 2024
CHILDRESS CAPITAL ADVISORS, LLC
RIA
CRD#: 310277
HOUSTON, TX
Past
December 4, 2015 - September 24, 2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
HOUSTON, TX
Past
December 4, 2015 - September 24, 2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
HOUSTON, TX
Past
January 15, 2013 - December 4, 2015
BARCLAYS CAPITAL INC.
RIA
CRD#: 19714
HOUSTON, TX
Past
January 7, 2013 - December 4, 2015
BARCLAYS CAPITAL INC.
BD
CRD#: 19714
HOUSTON, TX
Past
October 15, 1998 - January 9, 2013
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
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".
CC
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
Louisiana(2/12/2025)
IAR
Texas(2/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/23/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CHILDRESS CAPITAL ADVISORS, LLC
CCA, LLC | CHILDRESS CAPITAL ADVISORS, LLC
CRD#: 310277 / SEC#: 801-119348
RIA
Registered Investment Advisory firm - (8/27/2020 Approved)Upgrade to AdvisorCheck Premium
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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
10
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 367 |
| AUM (Assets Under Management) | $ 826,195,365 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
