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Champion Advisors LLC

Champion Advisors LLC. CRD 149920

Champion Advisors LLC logo

CRD: 149920

Champion Advisors LLC

Houston, TX
(281) 822-0909
www.championadv.com
$136.8M Total AUM
$136.8M Disc. AUM
-- 3Y CAGR
2 Employees
51 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
03-26-2009
Office Locations
1

Office Locations

-- Houston TX

About Champion Advisors LLC

Champion Advisors LLC is a Houston-based fiduciary RIA providing financial planning and discretionary portfolio management for individuals and entrepreneurs. The firm builds diversified portfolios using public funds and ETFs and is aligned with Dimensional Fund Advisors; it also works with Buckingham Strategic Partners and custodies at Charles Schwab and Fidelity.

Team overview

-- AVG AGE
$68.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

T

THOMAS ELLIOTT TUCKER

Chief Compliance Officer, Managing Member

CRD
#804327
Ownership
75% or more
Available
Available
Available

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Contacts

B

Barrett Allison Ward

Investment Advisor

CRD
#7154455
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
10-30-2023
03-14-2024
05-09-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $136,814,087 $1,149,698
Non-Discretionary $0 --
Total $136,814,087 $1,149,698

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Other:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Other Available Available
Total Available Available

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