Champion Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates and foundations, managing accounts on a customized basis and allowing written client restrictions. The firm manages roughly $137 million for a small client base and negotiates fees case-by-case while delivering periodic performance reporting and annual reviews.
The firm follows a long-term, buy-and-hold approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation and global diversification through passively managed mutual funds, laddered bond portfolios and investment-grade fixed income. For clients who want broader exposures the firm may include REITs, commodities index funds, alternative investments and evaluates insurance products as part of overall planning.
A distinguishing feature is that a firm principal is also licensed to sell life insurance and fixed annuities and may receive commissions from those sales, with clients free to implement insurance recommendations elsewhere. The firm also participates in an institutional custody program that provides access to institutional-only fund share classes and operational services, which the firm cites as part of its service model.
Client services
Expertise
Main office
Houston TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Barrett W
CFP®, Series 65
Houston, TX
Champion Advisors LLC
Barrett Ward is a Certified Financial Planner (CFP®) and holds a Series 65 license, with six years of industry experience. He is currently a financial advisor at Champion Advisors LLC, where he has worked since 2019, and previously worked at Valcorra Capital. Outside of his advisory role, Ward serves as a financial consultant for Blandford Family Partnership, Ltd., focusing on financial statement analysis and securities evaluation for family financial holdings. Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation and global diversification through passive mutual funds, laddered bonds, and investment-grade fixed income.
Thomas T
Series 63, Series 65
Houston, TX
Champion Advisors LLC
Thomas Tucker is a financial advisor with Champion Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Champion Advisors LLC since 2009 and at Henry Bragg & Co. since 2025. Outside of advising, he is a licensed independent insurance agent with a focus on life insurance. Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold investment approach centered on Modern Portfolio Theory, utilizing global diversification through passively managed mutual funds, laddered bond portfolios, and investment-grade fixed income.
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