C
Champion Financial & Tax Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,000,000
Clients
100
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$300,000
About
The firm provides discretionary portfolio management primarily for individual clients and manages about $30 million across roughly 100 accounts. In addition to investment management, the advisor offers tax preparation and insurance services on request under separate agreements and does not actively solicit investment clients for those services.
The investment approach emphasizes growth-oriented equity selection, with a focus on companies that exhibit competitive advantages and on fundamental analysis of financial reports, supplemented by charting and daily review of market news. Clients sign an investment management agreement granting the advisor discretionary authority and generally may not impose restrictions on security types or strategies; account reporting and trade confirmations are provided directly by the custodian.
What is distinctive is the combination of an active tax practice and licensure as an insurance agent alongside investment advisory services, including integrated tax planning and investment updates during tax season—an arrangement that is uncommon among independent advisers. The firm also discloses it does not accept commissions or custodial research payments and does not vote client proxies, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Long-term care insurance
Disability insurance
Fee options
1.0% to 2.5%, standard 1.5%, negotiable based on account size and service level
Fee-only: 1.0% to 2.5% annually management fee, negotiable
Main office location
Champion Financial & Tax Services, LLC
Sewell NJ, United States
Number of offices
1
Most active in
Champion Financial & Tax Services, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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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