Childs Company

What Childs Company does

Childs Company is a privately held, independent financial advisory firm founded in 2001 and headquartered at 655 Engineering Drive, Suite 125, Peachtree Corners, Georgia. The firm delivers integrated wealth management for three named client segments: successful business owners, local construction-industry owners and executives, and affluent families focused on multi-generational wealth preservation. Its core service suite comprises Portfolio Management, Financial Strategies for Business Owners, Financial and Tax Planning, and Estate and Legacy Planning, packaged as coordinated strategies rather than standalone products.

The firm's technology backbone is fully outsourced: all securities and advisory transactions are executed and supported through its broker/dealer partner Kestra Investment Services, LLC and affiliate Kestra Advisory Services, LLC (FINRA/SIPC). Childs Company itself has no proprietary technology platform, no API surface, no disclosed integrations, and no AI/ML capability. Its go-to-market is consultative and referral-driven — direct outreach and 'Schedule a Consultation' contacts are the bottom-of-funnel mechanism, while community sponsorships (ABC Georgia, Camp Horizon, Corners Outreach, YoungLife, Rainbow Village, 4 Streams Partners) and an active content/blog program feed the top of funnel.

The firm operates with a team of 3-4 professionals — Founder/Managing Partner Matt Childs, CFP®; Partner Andrew Henry, CPA, CFP®; and Associate Thomas Mirth (joined June 2024) — generating revenue primarily through fee-based investment advisory services (recurring, typically AUM- or fixed-fee-based) supplemented by brokerage transaction fees processed through Kestra. Pricing is not publicly disclosed; billing cadence is annual. The firm is privately held with no disclosed external funding or parent company, and serves clients across metro Atlanta and throughout the United States.

Name

Childs Company

Legal name

Childs Company

Website

https://childscompany.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Childs Company is a Peachtree Corners, Georgia-based independent wealth management firm serving successful business owners, construction-industry executives, and affluent families through fee-based portfolio management, financial and tax planning, and estate and legacy advisory services delivered via a Kestra broker/dealer partnership.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Tax-Focused Wealth Management RIAs (FSAAACAD), Personal & Family Trust Services (FSAAANAA)

Keywords

• Wealth management services
• Financial advisory
• Portfolio management
• Estate planning
• Retirement planning

Headquarters

HQ city

Peachtree City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through Kestra Advisory Services, LLC affiliate. The firm develops customized investment strategies for clients.
2. Brokerage Transaction Services: Securities transactions processed through Kestra Investment Services, LLC (broker/dealer), member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Childs Company provides personalized wealth management and financial advisory services to successful business owners and affluent families. Its core offerings include disciplined long-term portfolio management, integrated financial and tax planning for business owners, succession and exit planning, and estate and legacy planning, delivered as coordinated strategies through scheduled consultations. Securities transactions are processed through affiliated broker/dealer Kestra Investment Services, LLC and investment advisory services are offered through Kestra Advisory Services, LLC.

Product overview

Childs Company offers a unified suite of wealth management services for successful business owners and affluent families. The core offerings include Portfolio Management (disciplined, long-term investment strategies), Financial Strategies for Business Owners (integrating personal/business financial goals with tax planning, succession, and exit strategies), Financial and Tax Planning (roadmap development with tax optimization), and Estate & Legacy Planning (wealth transfer and tax minimization). These services are delivered as integrated, coordinated strategies rather than separate standalone products.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Kestra Investment Services, LLC (Kestra IS)coreChannel Partner/ Reseller/ DistributorIndependent financial advisors associated with broker/dealer Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS provides technology platforms, infrastructure, and compliance support. Processes investment transactions within client brokerage accounts.
• Kestra Advisory Services, LLC (Kestra AS)coreStrategic or Co-development PartnerInvestment advisory services offered through Kestra Advisory Services, LLC, an affiliate of Kestra IS. Helps clients achieve financial goals through comprehensive advisory services. Kestra IS and Kestra AS are not affiliated with Childs Company.
• FINRAcoreOthersFinancial Industry Regulatory Authority - self-regulatory organization for securities firms. Registered representatives and investment advisor representatives must be properly registered with applicable states and jurisdictions.
• SIPCcoreOthersSecurities Investor Protection Corporation - provides protection for securities customers of SIPC-member brokerage firms in case of firm failure.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Carson Group: Cooperative of independent wealth advisors serving business owners and families with holistic financial, tax, retirement, and exit planning. Comparable integrated approach and target client base, with materially larger advisor network and centralized support.
• Hightower Advisors: RIA and wealth management platform serving HNW individuals, families, and business owners with planning, investment, and exit/succession services. Similar target personas and integrated planning model; larger footprint and platform-based advisor support differentiate it from Childs Company.
• Focus Financial Partners: Partnership of independent, fiduciary wealth management firms serving HNW families and business owners with integrated planning. Comparable client base and integrated-service approach; differentiates via roll-up ownership and capital backing that supports M&A-driven scale.
• Edelman Financial Engines: Large independent RIA offering integrated investment, tax, and retirement planning to affluent households and business owners. Overlaps with Childs Company on coordinated wealth planning for HNW clients, though focused more on workplace-origin relationships and asset-allocation scale.
• Mariner Wealth Advisors: Large independent RIA serving business owners, families, and institutions with integrated wealth, tax, estate, and exit planning. Comparable in target client (HNW/founder) and integrated-service positioning, but operates at national scale rather than a single regional market.
• Creative Planning: National fee-only RIA delivering comprehensive financial planning, investment management, tax, and estate services to affluent families and business owners. Overlaps with Childs Company on integrated personal + business wealth management for HNW clients, though far larger in scale.

Others

• Commonwealth Financial Network: Independent broker-dealer/RIA platform that provides compliance, technology, and operations support to affiliated advisors in a structure analogous to Kestra. Comparable as a platform 'parent' for independent advisors delivering holistic wealth planning to HNW clients.
• Kestra Financial: Independent wealth platform (parent of Childs Company's broker-dealer and RIA affiliates) supporting thousands of independent financial professionals. Relevant because Childs Company operates entirely on Kestra's infrastructure and competes for mindshare with other Kestra-affiliated advisor practices.
• Cetera Financial Group: Independent advisor-support platform providing brokerage, advisory, and back-office infrastructure to wealth managers serving individuals and business owners. Comparable as an alternative platform model to Kestra, with overlapping wealth-management service categories.
• Triad Advisors: Independent broker-dealer and RIA support platform serving independent financial advisors with holistic wealth management practices. Comparable as a platform provider alternative to Kestra and an operating model analogous to how Childs Company delivers services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Childs_Company

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Childs Company