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CHARTER ADVISORY CORPORATION
FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390 · SEC 801-119736
250 E. 96TH STREET, SUITE 200, INDIANAPOLIS, IN, 46240, United States
Phone
317-844-7416
Fax
317-844-7528
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.1M
Discretionary AUM
$275.8M
Team
15 total employees; 15 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 372 | $66.8M |
| High net worth individuals | 203 | $204.0M |
| Pension/profit sharing plans | 18 | $52.6M |
States served
CO, IN, KY, LA, NE, NC, OH, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD