Church Capital Management Inc (Yardley)

Name: Church Capital Management Inc
Address: 301 Oxford Valley Road, Suite 801 B, Yardley, PA, 19067
Telephone: 215-321-1900

Church Capital Management Inc is a large advisory firm based in Yardley. It manages $635 million of regulatory assets for 925 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, New Jersey, and Pennsylvania.

Church Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Church Capital Management: assets under management

The assets under management (AUM) of Church Capital Management Inc is $635 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $606 million in discretionary accounts and $29 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $680.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $828.57 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Church Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Church Capital Management Inc

Gregory Alan Church has been acting as President since 1 Jun 1987. Sterling Financial Corporation joined the executive team most recently as the Corporate Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Alan Church	President	1 Jun 1987	75% - 100%	1531512
Jerome Walther	Chief operating officer	1 Sep 1992	Other	2303129
Malinda Powers Berardino	Executive vice president	1 Dec 1992	Other	872866
Heidi Sarah Capizzi	Vice president/chief compliance officer	1 Aug 1996	Other	2846232
Arthur Frederick Hopper	Senior vice president	1 Feb 1998	Other	250003
Sterling Financial Corporation	Corporate owner	1 Oct 2003	75% - 100%	23-2449551

Based in Yardley

The principal office where Church Capital Management Inc performs its advisory services is located at 301 Oxford Valley Road, Suite 801 B, Yardley, PA 19067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-321-1900 or by fax 215-321-1903. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.churchcapital.com.