9AT: CHAMPION ADVISORS LLC

CHAMPION ADVISORS LLC

CHAMPION ADVISORS LLC

Adviser Profile

As of Date	03/03/2026
Registration	SEC, Approved, 04/21/2015
Other registrations (2)	Louisiana, Terminated, 06/09/2015 Texas, Terminated, 06/08/2015
Contact Info	281 xxxxxxx
Websites

AUM^*	136,814,087 18%
of that, discretionary	136,814,087 18%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	1,149,698 26%
% High Net Worth	38.46% 7%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

137M 117M 98M 78M 59M 39M 20M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Advisory Firm Description Champion Advisors LLC (the “Firm”) has been in business since February 2009. Thomas E. Tucker is the owner of the Firm. Types of Advisory Services Investment Management Services The Firm provides direct investment supervisory and asset-management services for individual, accredited and institutional clients. The Firm directly manages investment assets for individual and institutional clients with long-term capital appreciation and income objectives by utilizing various asset class funds. The Firm believes that the use of asset class investing will minimize investment risk by portfolio diversification according to sector, asset class, market capitalization and investment style. Clients’ portfolios are customized to meet their unique risk characteristics and investment objectives. The Firm contracts with other firms for administrative services in carrying out its duties, including trade processing, collection of management fees, record maintenance, report preparation and research services, and each client agrees to execute a limited power of attorney in favor of such firms as required

for them to carry out those services. The Firm uses Buckingham Strategic Partners for such services. Each client acknowledges and agrees that the Firm shall and is hereby deemed to control all aspects of the services provided hereunder and Buckingham Strategic Partners shall not be liable for any breach of the agreement between the Firm and Buckingham Strategic Partners. Buckingham Strategic Partners provides fixed income portfolio construction in addition to the services mentioned above. The Firm has also contracted with Buckingham Strategic Partners for sub-advisory services with respect to clients’ fixed income accounts. For its services, Buckingham Strategic Partners charges the Firm a fee based on a percentage of clients’ assets under management. The fee charged by the Firm to its clients includes all sub-advisory fees charged by Buckingham Strategic Partners. Tailored Advisory Services Clients can impose restrictions on investing in certain securities by doing so in writing. Client Assets Under Management As of December 31, 2023, the Firm had $112,369,239 of discretionary assets under management.