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Champion Financial Planning LLC
Champion Financial Planning LLC is a US registered investment advisor operating as a single-family office.
Champion Financial Planning LLC
A Registered Investment Advisor (RIA) providing financial advice at an hourly rate tailored to your specific needs. | Through a series of events following my retirement from the US Marine Corps, I realized that my family’s financial advisor was not providing the level of value commensurate with the AUM fee schedule he was receiving. As we went through several life changing events surrounding our transition, he failed us when we needed him most. We didn’t matter- we were simply an AUM dollar amount that he received on a quarterly basis.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Champion Financial Planning?
Investment professionals at Champion Financial Planning have not been publicly named. The firm's RIA ADV filings would list key personnel, but these are not available in public summaries. Typically, family office RIAs designate a chief compliance officer and one or more financial advisors who serve as portfolio managers, though specific identities are withheld.
How does Champion Financial Planning source proprietary deal flow?
No public information exists on Champion Financial Planning's sourcing model. As an RIA serving a single family, the firm likely leverages relationships with banks, private equity funds, and other advisors. Proprietary deal flow in such structures often comes through direct connections of the family principals, but this is not verifiable.
What investment stages does Champion Financial Planning target?
Champion Financial Planning does not disclose stage preferences. Given its RIA structure and likely focus on wealth preservation, the firm probably invests across liquid markets and may participate in late-stage or buyout opportunities rather than venture-stage deals. This is inferred from typical single-family office mandates rather than confirmed positioning.
Champion Financial Planning: family office or RIA?
Champion Financial Planning operates as a registered investment advisor under the US SEC or state regulators, and its ADV filings indicate it serves a single family office client. This makes it both a family office and an RIA — a classification that requires regulatory compliance while permitting privacy. Most single-family offices operate as exempt reporting advisors; Champion's choice to register suggests a deliberate focus on fiduciary oversight.
Does Champion Financial Planning maintain philanthropic structures?
No philanthropic structures connected to Champion Financial Planning are publicly identified. The family served may have separate charitable foundations or donor-advised funds, but these are not linked to the RIA entity in public sources. Many family offices separate operating philanthropy from their regulated advisory arm.
How can an allocator or GP access Champion Financial Planning?
Champion Financial Planning is a private entity that does not maintain a public website beyond a basic domain. Access is typically through existing relationships or introductions via legal and financial advisors in the US wealth management ecosystem. The firm does not appear to accept external capital or third-party allocations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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