Adviser Record

Channing Global Advisors, LLC

Registered investment adviser · Fort Lauderdale, FL · CRD #290893

Form ADV data as of 2026-09-01
Regulatory assets
$1.11 billion
Total accounts
37
Employees
8
Disclosure events
3

Firm details

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$1.06 billion
Non-discretionary regulatory assets under management$46.3 million
Total regulatory assets under management$1.11 billion
Discretionary accounts35
Non-discretionary accounts2
Total accounts37
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)8
Employees performing investment advisory functions (including research)4
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf2

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$90.6 million
Clients for whom a related person has custody3
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients1

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Affiliated related persons

Other investment adviser (including financial planners)Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Pooled investment vehicles (other than investment companies and BDCs)3$90.6 million
Charitable organizations16$237.5 million
State or municipal government entities (including government pension plans)9$726.0 million
Other investment advisersNot reported$49.5 million
Corporations or other businesses not listed aboveNot reported$789,201
Other5$6.0 million