Champion Capital Research, Inc. (Houston)

Name: Champion Capital Research, Inc.
Address: 510 Bering, Houston, TX, 77057
Telephone: 713-974-8883

Champion Capital Research, Inc. is a large advisory firm based in Houston. It manages $895.29 million of regulatory assets for 201 client accounts. It has been registered with the SEC as an adviser since 2006.

Champion Capital Research provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Champion Capital Research: assets under management

The assets under management (AUM) of Champion Capital Research, Inc. is $895.29 million. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $177.05 million in discretionary accounts and $718.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.3 million.

Investments

The firm invests in exchange traded securities the most. They account for 59% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 16% of the firm’s portfolio. Investments in state and local bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Champion Capital Research, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mary Kathryn Campion serves?

The firm provides services to charitable organizations, other investment advisers, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mary Kathryn Campion is other investment advisers with 6 clients and $429.15 million of assets under management. Among the 8 most similar advisory firms, Champion Capital Research has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $895.29 million for 24 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Champion Capital Research doesn't advise any private funds.

Careers at Champion Capital Research, Inc.

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Mary Kathryn Campion has been acting as President since 1 Aug 2003. Jennifer Ann Schneider joined the executive team most recently as the Trader And Research.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Kathryn Campion	President/chief compliance officer	1 Aug 2003	75% - 100%	2128645
Jennifer Ann Schneider	Trader and research	1 Jan 2007	Other	4092583

Based in Houston

The principal office where Champion Capital Research, Inc. performs its advisory services is located at 510 Bering, Houston, TX 77057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-974-8883 or by fax 713-974-8887. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at championcr.com.