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Wealth Management & Financial Planning Solutions
Designed for All Markets
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GET STARTED →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
$9.6B*
AUM
*As of 03-31-2025. 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 #8 on Forbes 2024 America’s Top RIAs*
Source: Forbes.com (Awarded October 2024). Data compiled by Shook Research, LLC. Based on time period from 3/31/23-3/31/24. CMG did not pay to participate in the Forbes rating but did purchase a logo.
Source: Forbes.com (Awarded October 2024). Data compiled by Shook Research, LLC. Based on time period from 3/31/23-3/31/24. CMG did not pay to participate in the Forbes rating but did purchase a logo.
ETF Sector Rotation – MorningstarTM 5-Star Overall Rating*
Source: Morningstar, Inc. (awarded February 2025). Data compiled by Morningstar, Inc. Based on time period from 1/1/15 – 12/31/24. 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.
Source: Morningstar, Inc. (awarded February 2025). Data compiled by Morningstar, Inc. Based on time period from 1/1/15 – 12/31/24. 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.
ETF Sector Rotation – PSN Manager of the Decade (2024)*
Source: Informa PLC (awarded February 2025). Data compiled by Informa PLC based on time periods from 1/1/14-12/31/24. CMG did not pay to participate in the PSN rating, but does pay a licensing fee to use the PSN logo.
Source: Informa PLC (awarded February 2025). Data compiled by Informa PLC based on time periods from 1/1/14-12/31/24. 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 2024). Data compiled by Barron’s. Based on data as of 9/30/234. 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.
Source: Barron’s (awarded September 2024). Data compiled by Barron’s. Based on data as of 9/30/234. 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.
*The rankings may not be representative of any one client’s experience because the ranking(s) reflect composite performance of multiple clients. The ranking(s) are not indicative of future performance. CMG is not affiliated with any of these firm rankings.
