Data Security Childs Company handles high net worth client data and financial information, making data security and privacy a top priority. There is a clear sales opportunity for cybersecurity, secure communications, and incident response services tailored to registered investment advisors and aligned with FINRA/SIPC and Kestra requirements.

Platform Modernization With a lean team, the firm benefits from a unified platform that combines CRM, financial planning, onboarding, and compliance tooling to improve efficiency and scale client service while maintaining regulatory controls.

Tech Stack Current tech usage including Cloudflare CDN and Google Analytics provides a solid foundation for advanced marketing. There is an opportunity to implement marketing automation and account based marketing to attract more high net worth clients, optimize content, and drive higher quality inquiries.

RIA Partnership As an independent advisor network already working with Kestra IS and Kestra AS, Childs Company can expand through Kestra partnerships, co-branded solutions, and referral channels to accelerate growth while preserving independence.

Local Market Growth Located in Peachtree Corners near Atlanta, the firm can pursue local market growth through targeted events, partnerships with local CPAs and attorneys, and community outreach to win affluent business owners, executives, and families.