Robert Andrew Koort
Investment adviser representative at Childress Capital Advisors, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Childress Capital Advisors, LLCJan 2026 to now
- Appian Way Asset Management / Koort ResearchApr 2022 to Dec 2025
- Goldman, Sachs & CoOct 2004 to Mar 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Childress Capital Advisors, LLC
$1.2BAssets managed
146Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2434749
- Firm CRD
- 310277