Champion Investments LLC
RIASEC Registered
Total AUM
$3.5M
Discretionary
$3.5M
100% of AUM
Avg account
$269K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 306007
- Website
- champion-investments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Champion Investments LLC is a small, owner-operated RIA that provides fee-based portfolio management to individuals, families and small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio oversight rather than institutional consulting or multi-state advisory mandates. Its client base is primarily individual and family investors, and ESG considerations are not identified as an active part of its process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jordan Moore
PresidentCRD 3075553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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