Overview
Assets Under Management: $1.3 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 17
Average Client Assets: $28.5 million
Frequently Asked Questions
CHAMPION CAPITAL RESEARCH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134526), CHAMPION CAPITAL RESEARCH, INC. is subject to fiduciary duty under federal law.
CHAMPION CAPITAL RESEARCH, INC. is headquartered in HOUSTON, TX.
CHAMPION CAPITAL RESEARCH, INC. serves 17 high-net-worth clients according to their SEC filing dated March 24, 2023. View client details ↓
According to their SEC Form ADV, CHAMPION CAPITAL RESEARCH, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CHAMPION CAPITAL RESEARCH, INC. manages $1.3 billion in client assets according to their SEC filing dated March 24, 2023.
According to their SEC Form ADV, CHAMPION CAPITAL RESEARCH, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.70%
Average Client Assets: $28.5 million
Total Client Accounts: 180
Discretionary Accounts: 99
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 134526
Filing ID: 1724231
Last Filing Date: 2023-03-24 11:24:00