Channing Capital Management, LLC
Registered investment adviser · Chicago, IL · CRD #128450
Form ADV data as of 2026-09-01Regulatory assets
$4.25 billion
Total accounts
78
Employees
20
Disclosure events
3
Firm details
- Website: https://www.linkedin.com/company/channing-capital-management/
- Telephone: 312-223-0211
- SEC file number: 801-62371
- Most recent Form ADV filing: 2026-03-28
- SEC record: View this firm on the SEC's IAPD site
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.
- SEC or CFTC found a violation of its regulations or statutes
- SEC or CFTC entered an order in connection with investment-related activity
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $4.22 billion |
| Non-discretionary regulatory assets under management | $28.8 million |
| Total regulatory assets under management | $4.25 billion |
| Discretionary accounts | 76 |
| Non-discretionary accounts | 2 |
| Total accounts | 78 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 20 |
| Employees performing investment advisory functions (including research) | 7 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 2 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 0 |
How the firm is compensated
Advisory services offered
Affiliated related persons
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:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities for which it serves as underwriter or general partner
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 3 | $152,843 |
| Investment companies | 2 | $127.1 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 1 | $15.9 million |
| Pension and profit sharing plans (not the participants or government plans) | 2 | $184.5 million |
| Charitable organizations | 13 | $193.6 million |
| State or municipal government entities (including government pension plans) | 28 | $3.06 billion |
| Other investment advisers | 22 | $398.0 million |
| Insurance companies | 1 | $11.5 million |
| Corporations or other businesses not listed above | 6 | $255.5 million |