Champion Capital Research, Inc
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Overview
Champion Capital Research, Inc is an advisory firm located in Houston, Texas. Champion Capital Research, Inc oversees $1.3 billion in assets under management throughout 180 client accounts, placing it among the largest firms in the nation by assets under management (AUM). The firm has a small team, including 3 financial advisors. Champion Capital Research, Inc is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and stocks.
Champion Capital Research, Inc administers 99 of the company's client assets on a discretionary basis. Discretionary management signifies that transaction judgments are made by an investment advisor without needing to seek the client's approval. The firm also oversees 81 non-discretionary accounts with a total of $910.1 million in assets under management. The advisory firm administers an average of $7.1 million for every client account. An average financial advisor at Champion Capital Research, Inc manages about 60 client accounts, placing it towards the middle in terms of personalization.
Champion Capital Research, Inc's central office is at 510 Bering, Houston, Texas 77057. The company is permitted to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Champion Capital Research, Inc by the Numbers
$1.3 billion
7
180
$7.1 million
Products and Services
Champion Capital Research, Inc provides a number of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Champion Capital Research, Inc does not sell products or offer services aside from investment advisory services to its investment advisory customers.
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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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on which services the firm provides the client. Fees charged by Champion Capital Research, Inc likely are comprised of some blend of the following fee structures: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Champion Capital Research, Inc provides services to high net worth investors. Out of its 180 customers, Champion Capital Research, Inc's biggest client is high net worth investors, but it also manages money for 17 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- 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 Capital Research, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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