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Churchill Management Group is a sophisticated wealth management firm focused on investment management and financial planning. Dedicated to those we serve and committed to managing your risk with our proven multi-strategy approach, we are here to guide our clients towards the best path for long-term financial success.

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1963
Founded
$9.0B*
AUM
*As of 3-31-2024. AUM includes both discretionary and non-discretionary assets under advisement. Churchill Management Group is a registered investment advisor. For GIPS® purposes the firm definition does not include direct real estate assets.
Services
Investment Management
Combining our tactical and Fully Invested Strategies, we offer fully customizable investment plans with the aim of weathering all market environments and reaching your investment goals.
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Financial Planning
Our financial planning services focus on your long-term needs and financial objectives with dedicated teams providing personalized advice and guidance whenever you need.
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Awards

Churchill Management Group #7 on Forbes 2023 America’s Top RIAs
Source: Forbes.com (Awarded October 2023). Data compiled by Shook Research, LLC. Based on time period from 3/31/22-3/31/23. CMG did not pay to participate in the Forbes rating.
ETF Sector Rotation – MorningstarTM 5-Star Overall Rating Rating
Source: Morningstar, Inc. (awarded May 2024). Data compiled by Morningstar, Inc. Based on time period from 4/1/14 – 3/31/24. CMG did not pay to participate in the Morningstar rating, but does pay a licensing fee to use the Morningstar logo. Click here for additional disclosures.
PSN Manager of the Decade (2023)
Source: Informa PLC (awarded February 2024) Data compiled by Informa PLC Based on time periods from 1/1/13 – 12/31/23 CMG did not pay to participate in the PSN rating, but does pay a licensing fee to use the PSN logo.
Barron’s Top 100 RIA Firms
Source: Barron’s (awarded September 2023). Data compiled by Barron’s. Based on data as of 6/30/23. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. CMG did not pay to participate in the Barron’s rating but CMG did purchase a profile on Barron’s.

Recent Perspectives

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  • 10 Reasons Why Retirement Planning is Important & Must-Know Tips for 2024

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  • Personalized Wealth Management: Why Personalization is Important for Your Financial Success

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