Channing T. Lushbough

ROUND HILL ASSET MANAGEMENT

PASADENA, CA 91101-4775

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CRD#: 712314

Professional summary

Channing Turner Lushbough is a registered financial advisor currently at ROUND HILL ASSET MANAGEMENT INC located in Pasadena, California.

Channing is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Channing has worked at 4 firms and has passed the Series 65 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 Channing Turner Lushbough'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

June 16, 1999 - Present

ROUND HILL ASSET MANAGEMENT INC

Office #1: 180 S. Lake Ave. - Ste. 220, Pasadena, CA 91101-4775

RIA

CRD#: 107069

PASADENA, CA

Past

July 19, 1990 - July 2, 1999

KAHN BROTHERS LLC

CRD#: 7720

NEW YORK, NY

Past

April 28, 1987 - May 3, 1990

DUNLEVY & CO., INCORPORATED

CRD#: 7696

NEW YORK, NY

Past

July 22, 1980 - April 30, 1986

TWEEDY, BROWNE COMPANY LLC

CRD#: 6857

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".

ROUND HILL ASSET MANAGEMENT INC

CRD#: 107069 / SEC#: 801-26950

RIA

Registered Investment Advisory firm - (5/15/1986 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

California
(6/16/1999)

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

IAR

Series 65

Date: 12/7/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/1980

General Securities Representative Examination

Current Firm

ROUND HILL ASSET MANAGEMENT INC

CRD#: 107069 / SEC#: 801-26950

RIA

Registered Investment Advisory firm - (5/15/1986 Approved)

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Contact information

Main Address

180 S Lake Ave Ste 305, Pasadena, CA 91101-4773

Mailing Address

Phone number

(626) 431-2685

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROUND HILL ASSET MANAGEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 273,032,432

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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Channing T. Lushbough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Channing Turner Lushbough's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROUND HILL ASSET MANAGEMENT INC

KAHN BROTHERS LLC

DUNLEVY & CO., INCORPORATED

TWEEDY, BROWNE COMPANY LLC

Primary Firm SEC Registration

ROUND HILL ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/1992

Series 7

Date: 7/19/1980

Current Firm

ROUND HILL ASSET MANAGEMENT INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROUND HILL ASSET MANAGEMENT INC

TRUST BUT VERIFY

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