Mary Kathryn Campion

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → 01/2024
  Champion Capital Research, Inc.
  Houston, TX
• 05/2010 → Present
  Midkiff & Stone Capital Group, Inc.
  Bellaire, TX
• 01/2024 → Present
  Avior Wealth Management, Llc
  Omaha, NE

Previous Registrations

• 2023-06-05 → 2023-12-31
  Champion Capital Research, Inc.
  Houston, TX
• 2006-10-05 → 2010-12-31
  Champion Capital Research, Inc.
  Houston, TX

Other Businesses

?the name of the other business; Campion Research ?whether the business is investment-related; No ?the address of the other business; 15 Rains Way, Houston Texas 77007 (my home) ?the nature of the other business; fiduciary education and expert research and testimony ?your position; Consultant ?title, or relationship with the other business; I am the only person in the business. Was Britt's idea to make sure my fiduciary education and training was properly segmented. ?the start date of your relationship; March 2025 ?the approximate number of hours/month you devote to the other business; 40 hours per year. ?the number of hours you devote to the other business during securities trading hours; 10 hours per year ?and briefly describe your duties relating to the other business; adjunct faculty and expert witness

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-01-24

Designations

• Chartered Financial Analyst

Other Names

• Mary Kaythryn