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CHAMPION FINANCIAL PLANNING GROUP, LLC
CRD 126793 · SEC 801-69040
801 COMPASS WAY, SUITE 216, ANNAPOLIS, MD, 21401, United States
Phone
443-994-8719
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.4M
Discretionary AUM
$80.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $13.5M |
| High net worth individuals | 22 | $66.9M |
Official SEC filing: View on IAPD