# Champion Financial & Tax Services, LLC

> Champion Financial & Tax Services, LLC is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 2, 2025.

- CRD: 148839
- Filed as: CHAMPION FINANCIAL & TAX SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: April 2, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148839
- AdvisorCensus page: https://advisorcensus.com/firm/champion-financial-and-tax-services-llc-148839

## Quick answers

**How is Champion Financial & Tax Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Champion Financial & Tax Services, 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 Financial & Tax Services, LLC registered with the SEC or a state?**
Champion Financial & Tax Services, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148839.

**How much does Champion Financial & Tax Services, LLC manage?**
Champion Financial & Tax Services, LLC reports $30,000,000 in regulatory assets under management in its Form ADV filing dated April 2, 2025 (100% discretionary).

**What types of clients does Champion Financial & Tax Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100).

**Does Champion Financial & Tax Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148839

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,000,000
- Discretionary: $30,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $30,000,000 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Champion Financial & Tax Services, LLC (CRD 148839): Form ADV filing data as of October 2026.