Champion Advisors LLC
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Overview
Champion Advisors LLC is a financial advisory firm that has its headquarters in Houston, Texas. Champion Advisors LLC has $97.4 million in total assets throughout 123 client accounts. Champion Advisors LLC has a small team, including 2 financial advisors. Champion Advisors LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and equities.
Champion Advisors LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions for the client's account without needing client permission. The investment advisory firm's average account size is $792,209. The average advisor at Champion Advisors LLC administers around 62 client accounts, placing it towards the middle in terms of personalization.
Champion Advisors LLC's main office is at 7660 Woodway Drive, Houston, Texas 77063. The firm is legally permitted to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Champion Advisors LLC by the Numbers
$97.4 million
2
123
$792.2 thousand
Products and Services
Services that Champion Advisors LLC provides include portfolio management for individuals and small businesses and selection of other advisers. Champion Advisors LLC does sell products or offer services different than investment advisory services to its customers. The firm also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which service is offered. However, fees billed by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Champion Advisors LLC provides services to retail investors and high net worth investors. Out of its 123 customers, Champion Advisors LLC's biggest client type is retail investors, but it also manages money for 20 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 39.22%
- Other Individuals - 60.78%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Champion Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Champion Advisors LLC
Houston, TX
Houston, TX
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