Evan C. Coartney

CHURCHILL FINANCIAL ADVISORS

LOUISVILLE, KY 40222-4925

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CRD#: 7661566

Professional summary

Evan Charles Coartney is a registered financial advisor currently at CHURCHILL FINANCIAL ADVISORS, LLC located in Louisville, Kentucky and CHURCHILL FINANCIAL, LLC located in Louisville, Kentucky.

Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Evan has worked at 2 firms and has passed the Series 66, Series 7TO, SIE, Series 4, Series 14, Series 27 and Series 24 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.

Name: Churchill Financial Advisors, LLC; Investment Related: Yes; Address: 312 Whittington Parkway, Ste. 201, Louisville, KY 40222; Nature of business: Investment Management; Title/Position: VP Accounting and Administration; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Accounting and Operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Charles Coartney'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

January 23, 2025 - Present

CHURCHILL FINANCIAL ADVISORS, LLC

Office #1: 312 Whittington Parkway Suite 201, Louisville, KY 40222-4925

RIA

CRD#: 333071

LOUISVILLE, KY

Current

December 12, 2022 - Present

CHURCHILL FINANCIAL, LLC

Office #1: 312 Whittington Parkway, Suite 201, Louisville, KY 40222

CRD#: 39462

LOUISVILLE, KY

Past

January 4, 2023 - July 3, 2025

CHURCHILL FINANCIAL, LLC

RIA

CRD#: 39462

LOUISVILLE, KY

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".

CHURCHILL FINANCIAL ADVISORS, LLC

CRD#: 333071 / SEC#: 801-131738

RIA

Registered Investment Advisory firm - (1/2/2025 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Alabama
(7/8/2025)

IAR

District of Columbia
(8/29/2025)

IAR

Illinois
(10/2/2025)

IAR

Indiana
(7/8/2025)

Kentucky
(1/4/2023)

IAR

Kentucky
(1/23/2025)

IAR

Nebraska
(7/14/2025)

Ohio
(4/15/2025)

IAR

Ohio
(4/16/2025)

IAR

Texas
(10/2/2025)

IAR

Wisconsin
(5/7/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/8/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/17/2022

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 4

Date: 2/24/2023

Registered Options Principal Examination

Principal/Supervisory Exam

Series 14

Date: 2/13/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 27

Date: 2/10/2023

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/30/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CHURCHILL FINANCIAL ADVISORS, LLC

CRD#: 333071 / SEC#: 801-131738

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

312 Whittington Parkway Suite 201, Louisville, KY 40222-4925

Mailing Address

Phone number

(502) 895-3535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

202505_CFAWRAPFEEBROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 243,773,036

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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Advisor Monitoring

Firm Stability Insights

Evan C. Coartney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Charles Coartney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHURCHILL FINANCIAL, LLC

CHURCHILL FINANCIAL, LLC

Primary Firm SEC Registration

CHURCHILL FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2022

Series 7TO

Date: 12/12/2022

SIE

Date: 6/17/2022

Series 4

Date: 2/24/2023

Series 14

Date: 2/13/2023

Series 27

Date: 2/10/2023

Series 24

Date: 1/30/2023

FINRA

Current Firm

CHURCHILL FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHURCHILL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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