Seller Details:
Founded in 1963, Churchill Management serves over 7,000 clients with combined regulatory assets under management of over $9.4 billion as of March 31, 2025. The company provides wealth management, retirement planning and financial planning services, enabling its clients to customize their investments while achieving their goals.
Buyer Details:
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing clients’ values, goals, motivations, and priorities at the heart of what they do. With nearly 100 locations across the country, Focus Partners Wealth serves clients in all 50 states.
Transaction Summary:
Upon completion of this transaction, Churchill will be the first external firm that Focus Partners Wealth has acquired since its rebrand in January 2025. The Churchill team will gain access to a more expansive suite of client services, while Focus Partners Wealth will gain a national, growth-oriented team that complements Focus Partners Wealth’s presence and service offering. The Churchill business will operate as a division of Focus Partners Wealth for a period of time following completion of the acquisition before transitioning to Focus Partners Wealth in the future.