C
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- AlphaRidge +more
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
-- Anacortes WA
About Champion Financial Planning LLC
Champion Financial Planning is a fiduciary, individual-focused RIA in Anacortes, WA led by Kyle Rash (MSFP, ChFC, RICP). The firm provides holistic financial and investment planning, including retirement, education, and debt strategy, with portfolios largely implemented via ETFs. Custodied on Altruist/Truist Bank.
Team overview
52 AVG AGE
$9.8M AVG AUM / ADVISOR
$464.3K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Oak ember
Client Personas
Radial beacon
Custodian
Radial signal Alpha North Insight atlas Meridian Beacon
Investment Themes
Eagle Beacon Alpha vertex
Investment Vehicles
Optima value
Services
Capital Quantum Delta fusion Legacy matrix Atlas north Fusion momentum
Technology
Focus Insight Summit prime Legacy oak Quantum
Owner & Executives
Kyle Grantham Rash
Owner
- CRD
- #7311531
- Ownership
- 75% or more
(478) 959-3682
radial.meridian@glaciercapital.com
in linkedin.com/in/meridian-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,750,000
Equity - Exchange:
37.4% Cash:
62.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $478,659,102 | 37.4% |
| Cash | $801,178,068 | 62.6% |
| Total | $1,279,837,170 | 100.0% |