Challenger Wealth Management
- Regulatory AUM
- $276M
- Discretionary
- $276M
- Clients
- 263
- Avg AUM / client
- $1.0M
- Accounts
- 563
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Investments (13F portfolio — 58 positions, $125,150,336)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | SHS CREATION UNI | $20,156,528 | 473,825 | 16.1% | 7.32% |
| 2 | Capital Group Growth Etf | SHS CREATION UNI | $17,851,810 | 444,185 | 14.3% | 6.48% |
| 3 | Capital Group Core Equity Et | SHS CREATION UNI | $10,165,470 | 264,588 | 8.12% | 3.69% |
| 4 | Apple Inc | COM | $5,215,290 | 20,550 | 4.17% | 1.89% |
| 5 | Exxon Mobil Corp | COM | $4,784,672 | 28,202 | 3.82% | 1.74% |
| 6 | Tesla Inc | COM | $4,278,099 | 11,508 | 3.42% | 1.55% |
| 7 | Capital Group Core Balanced | SHS | $4,277,035 | 124,296 | 3.42% | 1.55% |
| 8 | Ares Capital Corp | COM | $4,057,742 | 225,180 | 3.24% | 1.47% |
| 9 | Chevron Corporation | COM | $3,894,849 | 18,825 | 3.11% | 1.41% |
| 10 | Nvidia Corporation | COM | $3,736,786 | 21,427 | 2.99% | 1.36% |
| 11 | Amazon Com Inc | COM | $3,632,229 | 17,440 | 2.9% | 1.32% |
| 12 | Microsoft Corp | COM | $3,115,841 | 8,417 | 2.49% | 1.13% |
| 13 | Alphabet Inc | CAP STK CL A | $2,782,537 | 9,676 | 2.22% | 1.01% |
| 14 | Costco Wholesale Corporation | COM | $2,384,326 | 2,393 | 1.91% | 0.87% |
| 15 | Broadcom Inc | COM | $2,199,026 | 7,105 | 1.76% | 0.8% |
| 16 | Taiwan Semiconductor Manufac | SPONSORED ADS | $1,725,911 | 5,107 | 1.38% | 0.63% |
| 17 | Visa Inc | COM CL A | $1,588,862 | 5,257 | 1.27% | 0.58% |
| 18 | Ishares Tr | SELECT DIVID ETF | $1,496,536 | 9,884 | 1.2% | 0.54% |
| 19 | Tjx Cos Inc New | COM | $1,492,498 | 9,346 | 1.19% | 0.54% |
| 20 | Lockheed Martin Corp | COM | $1,466,844 | 2,427 | 1.17% | 0.53% |
| 21 | Procter & Gamble Co | COM | $1,379,500 | 9,551 | 1.1% | 0.5% |
| 22 | Trane Technologies Plc | SHS | $1,223,965 | 2,937 | 0.98% | 0.44% |
| 23 | Jpmorgan Chase & Co | COM | $1,174,133 | 3,991 | 0.94% | 0.43% |
| 24 | T Mobile Us Inc | COM | $1,162,159 | 5,533 | 0.93% | 0.42% |
| 25 | Home Depot Inc | COM | $1,138,993 | 3,463 | 0.91% | 0.41% |
Top 25 of 58 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 149 | $49.0M | 17.8% |
| High net worth individuals | 89 | $197M | 71.4% |
| Charitable organizations | 21 | $25.0M | 9.09% |
| Corporations and other businesses | 4 | $4.9M | 1.76% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Challenger, Donald, Stewart | Vice President | Dec 2002 (24y) | Less than 5% | |
| Nancy Haines Challenger | President, Cco | Dec 2002 (24y) | 75% or more | |
| Crisanto, Francisco, Javier | Vice President | Mar 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON JANUARY 8, 2020, RESPONDENT APPLIED FOR REGISTRATION WITH THE SECURITIES COMMISSIONER AS AN INVESTMENT ADVISER. FROM FEBRUARY 2019 THROUGH MARCH 2020, RESPONDENT VIOLATED SECTION 12.B OF THE TEXAS SECURITIES ACT BY RENDERING SERVICES AS AN INVESTMENT ADVISER IN TEXAS AT A TIME WHEN RESPONDENT WAS NOT REGISTERED WITH THE SECURITIES COMMISSIONER AS AN INVESTMENT ADVISER AND WAS NO LONGER EXEMPT FROM REGISTRATION REQUIREMENTS. Status: Final Sanction Detail: IT IS FURTHER ORDERED THAT CHALLENGER WEALTH MANAGEMENT SHALL PAY AN ADMINISTRATIVE FINE IN THE AMOUNT OF FIVE THOUSAND DOLLARS ($5,000.00). PAYMENT SHALL BE MADE BY DELIVERY OF A CASHIER'S CHECK TO THE SECURITIES COMMISSIONER IN THE AMOUNT OF FIVE THOUSAND DOLLARS($5,000.00), PAYABLE TO THE STATE OF TEXAS, CONTEMPORANEOUSLY WITH THE DELIVERY OF THIS ORDER. Summary: THE CIVIL AND ADMINISTRATIVE PENALTY/FINE HAS BEEN PAID.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $276M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗