CHAMPION FINANCIAL PLANNING LLC

CHAMPION FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 311684). Regulatory assets under management: $9.8M.

Registration

• CRD: 311684
• Type: Registered investment adviser
• Phone: 3606325664
• Latest filing: 2026-06-23
• Regulatory AUM: $9.8M
• Discretionary AUM: $9.8M
• Clients: 1
• Accounts: 40

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search