The Patriot Financial Group Insurance Agency, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 172470
· SEC file 801-80245
· Walpole, MA
· www.champion-financial.com
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ADV data as of Jul 13, 2026
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 2,545
- Avg AUM / client
- $1.0M
- Accounts
- 5,615
- Employees
- 59
AUM over time
$0
$2.6B
Aug 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,990 | $540M | 20.5% |
| High net worth individuals | 371 | $886M | 33.6% |
| Pension and profit sharing plans | 136 | $1.2B | 45.2% |
| Charitable organizations | 11 | $6.1M | 0.23% |
| Corporations and other businesses | 37 | $14.7M | 0.56% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (36)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Michael Odonnell | Managing Member / President | Apr 2004 (22y) | 50% – 75% | |
| Tashjian, Michael, Paul | Chief Executive Officer | May 2015 (11y) | 50% – 75% | |
| Jon J Loranger | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Christopher Peter Provo | Registered representative | Oct 2014 (12y) | ||
| Gerald Raphael Dufault | Registered representative | CFP | Oct 2014 (12y) | |
| Joffrey Adam Smith | Registered representative | CFP Chartered Financial Consultant | Oct 2014 (12y) | |
| David Scott Mclaren | Registered representative | May 2015 (11y) | ||
| Thomas Oliver Barnes | Registered representative | Oct 2015 (11y) | ||
| Diane K Rule | Registered representative | Jan 2017 (10y) | ||
| Sean Frederick Moynihan | Registered representative | Sep 2017 (9y) | ||
| Cy Thomas Hess | Registered representative | CFA | Oct 2018 (8y) | |
| Jill Aaron Brandon | Registered representative | Chartered Financial Consultant | Dec 2018 (8y) | |
| Seth Michael Neben | Registered representative | Feb 2019 (7y) | ||
| Michael Paul Galli | Registered representative | Apr 2019 (7y) | ||
| Kyle Paul Bateman | Registered representative | CFP | May 2019 (7y) | |
| Kevin Bruen Mcgrath | Registered representative | Oct 2019 (7y) | ||
| Alyson Clarie Basso | Registered representative | CFP Chartered Financial Consultant | Jan 2020 (7y) | |
| Adam Keith Seifert | Registered representative | May 2020 (6y) | ||
| Ellis Neilson Pfahl | Registered representative | CFP | Jul 2020 (6y) | |
| Robert Charles Batick | Registered representative | May 2021 (5y) | ||
| Michael E Patterson | Registered representative | May 2022 (4y) | ||
| Theodore Provo | Registered representative | Aug 2022 (4y) | ||
| Rachel Elinor Lauber | Registered representative | CFP | Oct 2022 (4y) | |
| Michael David Neben | Registered representative | Nov 2022 (4y) | ||
| Harold C. Heintz | Registered representative | Apr 2023 (3y) | ||
| Susan M Smith | Registered representative | Jun 2023 (3y) | ||
| Myles Richard Anderson | Registered representative | Aug 2024 (2y) | ||
| Jason Daniel Mahoney | Registered representative | Sep 2024 (2y) | ||
| Kevin Mc Gohan | Registered representative | Jan 2025 (2y) | ||
| Rebecca Rose Frohlich | Registered representative | CFP | May 2025 (1y) | |
| Spencer Adams | Registered representative | Jun 2025 (1y) | ||
| Daniel Charles Miller | Registered representative | Jun 2025 (1y) | ||
| David L Henry | Registered representative | CFA | Sep 2025 (1y) | |
| Gregory M Adamczyk | Registered representative | Mar 2026 (0y) | ||
| Margaret Katherine Kuchan | Registered representative | May 2026 (0y) | ||
| Michael Rich Smith | Registered representative | Jun 2026 (0y) |
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.
Retirement plans served (22)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ices, Inc. / Connecticut Transportation Solutions, Llc 401(k) Plan | Ices, Inc. | 342 | $2.7M | 07/01/2024 |
| Marrakech, Inc 401(k) And Profit Sharing Plan | Marrakech, Inc. | 691 | $12.8M | 07/01/2024 |
| The Preservation Society Of Newport County Retirement Savings Plan | The Preservation Society Of Newport County | 237 | $15.1M | 01/01/2024 |
| Altek Company Employees Savings Trust | Altek Electronics, Inc. | 162 | $9.5M | 01/01/2024 |
| Mersino Dewatering, Llc 401(k) Plan | Mersino Dewatering, Llc | 510 | $16.6M | 01/01/2024 |
| Dymax Corporation 401(k) Plan | Dymax Corporation | 284 | $27.3M | 01/01/2024 |
| Cogstate, Inc. 401(k) Plan | Cogstate, Inc. | 108 | $11.9M | 01/01/2024 |
| Bci, Inc. 401(k) Profit Sharing Plan | Bci, Inc. 401(k) Profit Sharing Plan | 152 | $6.5M | 01/01/2024 |
| Rom Technologies, Inc. Retirement Plan | Rom Technologies, Inc. | 458 | $5.0M | 01/01/2024 |
| Vector Resources, Inc. 401(k) Plan | Vector Resources, Inc. | 296 | $38.8M | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Regional Hospice & Home Care 401(k) Profit Sharing Plan & Trust | Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional Hospice | 137 | $6.5M | 01/01/2024 |
| Marcolin U.S.A. Eyewear Corp. 401(k) Plan | Marcolin U.S.A. Eyewear Corp. | 295 | $27.8M | 01/01/2024 |
| Avita 401(k) Profit Sharing Plan | Avita Drugs, Llc | 563 | $41.6M | 01/01/2024 |
| Ira Green Inc 401 (K) Profit Sharing Plan & Trust | Ira Green Inc | 204 | $3.9M | 01/01/2024 |
| Avna Inc. Profit Sharing/401(k) Retirement Plan | Avna Inc. | 249 | $24.5M | 01/01/2024 |
| Bestop, Inc. 401(k) Retirement Plan | Bestop, Inc. | 215 | $19.2M | 01/01/2024 |
| Race Winning Brands, Inc. Employees' 401(k) Plan | Race Winning Brands, Inc. | 876 | $42.9M | 01/01/2024 |
| Calise & Sons Bakery, Inc. Profit Sharing Plan | Calise & Sons Bakery, Inc. | 289 | $7.4M | 01/01/2024 |
| Lifeway Mobility 401(k) Plan | Lifeway Mobility Holdings, Llc | 274 | $5.6M | 01/01/2024 |
| Leonard Aluminum Utility Bldgs Llc, Ret Plan | Leonard Aluminum Utility Bldgs | 783 | $11.1M | 01/01/2024 |
| Auto Wares Group 401 K Savings Plan | Awi Holdings, Llc | 2,075 | $61.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (55% of AUM) Jul 2026
- LPL Financial $284M (88% of AUM) Nov 2018
- Securities America $42.6M (14% of AUM) Feb 2020
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: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗