Mary K. Campion

AVIOR WEALTH MANAGEMENT

HOUSTON, TX 77057

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CRD#: 2128645

Professional summary

Mary Kathryn Campion, who also goes by Mary Kaythryn, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Houston, Texas.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mary has worked at 12 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Kaythryn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

?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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kathryn Campion's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2024 - Present

AVIOR WEALTH MANAGEMENT, LLC

Office #1: 510 Bering Drive, Houston, TX 77057

RIA

CRD#: 148674

HOUSTON, TX

Past

June 5, 2023 - December 31, 2023

CHAMPION CAPITAL RESEARCH, INC.

RIA

CRD#: 134526

HOUSTON, TX

Past

July 20, 2010 - December 9, 2010

MIDKIFF & STONE CAPITAL GROUP, INC.

CRD#: 10231

CARLSBAD, CA

Past

October 5, 2006 - December 31, 2010

CHAMPION CAPITAL RESEARCH, INC.

RIA

CRD#: 134526

BELLAIRE, TX

Past

July 13, 2004 - August 12, 2004

USF SECURITIES, L.P.

CRD#: 37942

HOUSTON, TX

Past

August 31, 2000 - March 7, 2008

COASTAL SECURITIES, INC.

CRD#: 27834

HOUSTON, TX

Past

October 22, 1998 - June 1, 2000

STIFEL INDEPENDENT ADVISORS, LLC

CRD#: 28218

ST. LOUIS, MO

Past

March 6, 1997 - November 9, 1998

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

April 1, 1996 - March 10, 1997

SPIRES FINANCIAL, L.P.

CRD#: 38209

HOUSTON, TX

Past

April 17, 1995 - November 20, 1995

GSC SECURITIES, INC.

CRD#: 17013

Past

May 21, 1993 - November 20, 1995

GOVERNMENT SECURITIES CORPORATION

CRD#: 19698

Past

October 30, 1991 - November 19, 1992

WESTCAP SECURITIES, L.P.

CRD#: 7301

HOUSTON, TX

Past

October 30, 1991 - November 19, 1992

WESTCAP GOVERNMENT SECURITIES, INC.

CRD#: 19645

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA

Registered Investment Advisory firm - (12/4/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(1/4/2024)

IAR

Texas
(1/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/24/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/13/1995

General Securities Representative Examination

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA

Registered Investment Advisory firm - (12/4/2008 Approved)

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Contact information

Main Address

14301 First National Bank Parkway Suite 410, Omaha, NE 68154

Mailing Address

Phone number

(402) 218-4064

Established

Firm type

Fiscal year end

# of Employees

201

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIOR ADV 2A 3/2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,385
AUM (Assets Under Management)	$ 5,083,670,234

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mary K. Campion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kathryn Campion's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHAMPION CAPITAL RESEARCH, INC.

MIDKIFF & STONE CAPITAL GROUP, INC.

CHAMPION CAPITAL RESEARCH, INC.

USF SECURITIES, L.P.

COASTAL SECURITIES, INC.

STIFEL INDEPENDENT ADVISORS, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SPIRES FINANCIAL, L.P.

GSC SECURITIES, INC.

GOVERNMENT SECURITIES CORPORATION

WESTCAP SECURITIES, L.P.

WESTCAP GOVERNMENT SECURITIES, INC.

Primary Firm SEC Registration

AVIOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/24/1992

Series 7

Date: 2/13/1995

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVIOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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