# Champion Advisors LLC

> Champion Advisors LLC is an SEC-registered investment advisory firm, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 149920
- Filed as: CHAMPION ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149920
- AdvisorCensus page: https://advisorcensus.com/firm/champion-advisors-llc-149920

## Quick answers

**How is Champion Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Champion Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Champion Advisors LLC registered with the SEC or a state?**
Champion Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 149920.

**How much does Champion Advisors LLC manage?**
Champion Advisors LLC reports $136,814,087 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Champion Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Champion Advisors LLC: Regulatory assets under management: $105,936,521 in the October 2021 data and $136,814,087 in the October 2026 data, up 29%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Champion Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (20).

**Which custodians does Champion Advisors LLC use?**
Champion Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Champion Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149920

**What changed in Champion Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $115,686,765 to $136,814,087 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $136,814,087
- Discretionary: $136,814,087
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $9,913,962 |
| High net worth individuals | 20 | $126,897,944 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,181 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- championadv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,936,521 | 3 | March 23, 2021 |
| October 2022 | $112,730,716 | 2 | March 30, 2022 |
| October 2023 | $97,441,757 | 2 | May 16, 2023 |
| October 2024 | $112,369,239 | 2 | March 14, 2024 |
| October 2025 | $115,686,765 | 2 | May 9, 2025 |
| October 2026 | $136,814,087 | 2 | March 3, 2026 |

Regulatory assets under management: $105,936,521 in the October 2021 data and $136,814,087 in the October 2026 data, up 29%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,686,765 to $136,814,087 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Champion Advisors LLC (CRD 149920): Form ADV filing data as of October 2026.