Champion Advisors LLC

Champion Advisors LLC is a financial advisor firm based in Houston, Texas, established in February 2009 by Thomas E. Tucker. The firm specializes in providing investment management services to individual, accredited, and institutional clients with a focus on long-term capital appreciation and income objectives. Champion Advisors utilizes asset class investing to diversify portfolios based on sector, asset class, market capitalization, and investment style. The firm manages $115,686,765 of discretionary assets under management as of December 31, 2024. Regarding fees, Champion Advisors negotiates fees on a case-by-case basis, with management fees not exceeding 1.0% and billed quarterly based on the market value of the client's account. The firm does not charge performance-based fees or engage in side-by-side management. Clients can impose restrictions on investing in certain securities, and the firm provides tailored advisory services based on individual client requirements. The firm's investment strategies are rooted in Modern Portfolio Theory, focusing on globally diversified portfolios primarily through passively managed mutual funds. Champion Advisors emphasizes minimizing risk through broad diversification and investing in high-quality fixed income securities. Clients are encouraged to maintain a minimum investment horizon of five years. The firm does not have any disciplinary actions against it or Mr. Tucker. Champion Advisors does not receive compensation for client referrals and does not vote proxies for client securities. Clients grant the firm investment discretion through a limited power of attorney, allowing the firm to determine securities transactions based on the agreed-upon investment strategy.