THE CHAMPION GROUP, INC.

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
SHAVANO PARK, Texas
CRD number
23418
Registered since
November 15, 1988

Firm profile

FINTRX

Overview

The Champion Group, Inc. is recorded as a corporation that registered with the SEC in 1988 and is owned by an individual. FINTRX classifies the firm as Unclassified and lists several negative qualifiers: it is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm has not provided public detail about its advisory activities, client segments, fee structure, or typical services, so there is limited visibility into how it positions itself or how it sources and manages client relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 14
  • JESSICA WHITE

    Office ManagerCRD 2708322

  • JUSTIN TAYLOR

    Agency OwnerCRD 8144308

  • CHARLES PETERSON

    Registered RepresentativeCRD 2257622

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SHAVANO PARK, TX

BEXAR

Location

SHAVANO PARK, TX

Headquartered in SHAVANO PARK, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
4416 Lockhill Selma Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth