Champion Advisors LLC

Overview

Champion Advisors LLC is a small, fee-based investment adviser that focuses on portfolio management for individuals and families, including small business owners. The firm operates as an insurance broker alongside its advisory practice, which shapes its product mix toward insurance solutions and annuity strategies in addition to traditional investment management. Champion positions itself as an active discretionary manager: its filings show all reported assets are managed on a discretionary basis, and it charges clients based on a percentage of assets under management. Investment activity centers on collective investment vehicles and third-party managers rather than direct-stock concentration. The adviser does not identify as an ESG investor and is not registered as a multi-state adviser; it appears to run a compact, centralized practice serving a modest client base with tailored portfolios built from mutual funds and external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices