Champion Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,500,000
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$269,231
About
Champion Investments LLC provides discretionary portfolio management to individual investors, high‑net‑worth individuals and small businesses and does not offer financial planning, educational workshops, or serve as a wrap fee program manager. Like many independent advisers, the firm charges asset‑based fees and focuses its services on portfolio management for individual clients.
The firm follows an active, signals‑driven investment approach that blends fundamental and technical analysis to select individual U.S. equities and a range of ETFs (including equity and fixed‑income ETFs) and explicitly avoids leveraged and inverse ETFs. Portfolios are typically reviewed at least weekly, and trading is normally implemented on a discretionary basis to meet client risk tolerances and investment guidelines.
The firm’s advisory process is informed by the principal’s finance Ph.D. and current role as a university assistant professor together with prior professional trading experience, an arrangement that is less common among firms of this size and informs its proprietary signal methodology. The firm also recommends a specific custodian (Interactive Brokers) and participates in that custodian’s advisor support program—an operational relationship that provides firm‑level tools but may create potential conflicts related to order routing and execution—and it does not vote client proxies, leaving voting decisions to account holders.
Client services
Portfolio management
Expertise
Active portfolio management
Occupation focus
Not Employed
Fee options
$10,000 - $1 million: 1.00% annually Above $1 million+: 0.80% annually
Account minimum: $10,000
Main office location
Champion Investments LLC
Haddon Township NJ, United States
Number of offices
1
Most active in
Champion Investments LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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.
Forms ADV
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