$30.0M Total AUM
$30.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2009
- Office Locations
- 1
Office Locations
-- Sewell NJ
About Champion Financial & TAX Services, LLC
Champion Financial & Tax Services, LLC provides tax and financial planning plus business advisory and cash-flow guidance, with proactive tax optimization and support for IRS notices, audits, and back taxes. Serves retail clients, including business owners, and manages portfolios primarily using ETFs (Fidelity/NFS custody). Notable for IRS-authorized e-file status and IRS representation expertise.
Team overview
-- AVG AGE
$30.0M AVG AUM / ADVISOR
$300.0K AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Available
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Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SCOTT CARLISLE CHAMPION
Chief Compliance Officer, Director, Managing Member
- CRD
- #3176162
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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