C
CRD: 126793
Champion Financial Planning Group, LLC
Annapolis, MD, 21401
4439948719
$80.4M Total AUM
$80.4M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-29-2012
- Office Locations
- 1
Office Locations
801 Compass WAY Suite 216 Annapolis MD
About Champion Financial Planning Group, LLC
Champion Financial Planning Group, LLC is a Annapolis-based RIA. The firm has been operating for 13 years. Managing $80.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$80.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Owner & Executives
D
DAVID ALLEN BALLARD
Chief Compliance Officer, Financial Advisor, Managing Member, President
- CRD
- #2368226
- Ownership
- 75% or more
(346) 627-1491
capital.momentum@northcapital.com
in linkedin.com/in/ridge-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,386,449 | $365,799 |
| Non-Discretionary | $0 | -- |
| Total | $80,386,449 | $365,799 |
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Separately Managed Accounts
Total SMA Asset: $80,386,449
Equity - Exchange:
30.5% U.S. Government/Agency:
20.4% Municipal Bonds:
29.9% Corporate - Investment Grade:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,435,904,519 | 30.5% |
| U.S. Government/Agency | $960,408,268 | 20.4% |
| Municipal Bonds | $1,407,657,217 | 29.9% |
| Corporate - Investment Grade | $903,913,664 | 19.2% |
| Total | $4,707,883,668 | 100.0% |