The Champion Group, Inc.

Broker-DealerFINRA MemberEst. 1988
Total AUM
—
Advisory reps
13
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 organized as a corporation that registered with the SEC in 1988 and is owned by an individual. Publicly available profile fields for the firm are sparse: it is listed as Unclassified and does not identify as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Several core disclosure fields such as client types served, advisory activities, and fee schedule are not provided in the available summary, which limits visibility into how the business markets itself or structures client relationships. Regulatory-style flags in the firm snapshot indicate it does not operate as a capital allocator and does not identify as an active ESG investor. Those two points, combined with the Unclassified designation, imply the firm does not publicly promote a distinct, documented investment-specialist role in areas such as manager-of-managers, dedicated alternatives allocation, or ESG-focused strategies.

Assets & Accounts

Investments & Alternatives

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 13
  • Clyde Gartley

    PresidentCRD 1891907

  • Harvey Gartley

    PresidentCRD 1920729

  • Gary Loper

    Registered Financial ProfessionalCRD 2154040

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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