Champion Financial Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
43
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
43
Average account size
$0
About
Champion Financial, Inc. is a small, independent registered investment adviser that serves individual and high‑net‑worth clients through financial coaching, investment and financial planning. The firm delivers planning on an hourly basis and says typical engagements (retirement, insurance, estate) run one to four hours, with implementation handled either by the client or through a recommended third‑party money manager.
The firm’s investment approach is grounded in Modern Portfolio Theory and the Efficient Market Philosophy, emphasizing broad diversification and avoiding individual security selection or market timing. Champion describes its role as developing asset allocation recommendations, monitoring rebalancing and using portfolio analysis tools (including Morningstar Principia and Dimensional returns software) while leaving day‑to‑day trading and custody to an external manager and custodian.
Noteworthy aspects relative to peers include Champion’s exclusive reliance on a single third‑party RIA to implement its strategies rather than directly managing client accounts, and its model of short, hourly coaching engagements coupled with outsourced portfolio management. The firm also does not take custody of client assets, does not vote proxies on behalf of clients, and relies on custodial and third‑party reporting rather than producing its own regular account reports.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Fee options
0.95% annually
$150 per hour for financial planning services, fee negotiable
Fee-only: Financial planning services charged hourly at $150 per hour, fee negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Champion Financial Inc.
Velpen IN, United States
Number of offices
1
Forms ADV
Quick links
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