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Chase Daniel Hughes

Chase D. Hughes

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CRD#: 5972641
Chase Daniel Hughes

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chase Daniel Hughes, CFP® was a registered financial professional .

Chase is a previously registered financial professional and started their career in finance in 2011. Chase had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
Name of Outside Business:Hughes Capital, LLC; Investment Related:No; Address of Outside Business:Dallas, TX; Nature of Outside Business:Rental Property; Position:Owner; Start Date:12/15/2017; Hours per month: 20-40; Hours per month during securities trading hours: No; Description of Duties: Manage real estate properties. Refer business to various real estate related businesses.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


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

Experience


Past

May 1, 2020 - October 10, 2023

CHURCHILL MANAGEMENT GROUP

RIA
CRD#: 109651
Flower Mound, TX
Past

October 16, 2012 - April 28, 2020

TD AMERITRADE, INC.

RIA
CRD#: 7870
CORTE MADERA, CA
Past

October 16, 2012 - April 28, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
CORTE MADERA, CA
Past

September 24, 2011 - April 28, 2020

TD AMERITRADE, INC.

BD
CRD#: 7870
CORTE MADERA, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/15/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CHURCHILL MANAGEMENT GROUP
CHURCHILL MANAGEMENT GROUP
CHURCHILL MANAGEMENT CORP | CHURCHILL MANAGEMENT GROUP

CRD#: 109651 / SEC#: 801-4211

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Contact information


Main Address
8383 Wilshire Blvd. Ste 800, Beverly Hills, CA 90211
Mailing Address
Phone number
(323) 937-7110
Established
Firm type
Fiscal year end
# of Employees
55

Documents


Latest Form ADV

Part 2 Brochures

BROCHURE OF CHURCHILL MANAGEMENT GROUP (4/23/2025)

Regulatory assets under management


Total Number of Accounts20,501
AUM (Assets Under Management)$ 10,083,906,150

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.

Company Information


CHURCHILL MANAGEMENT GROUP

CHURCHILL MANAGEMENT GROUP

CRD#: 109651

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