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CHARTER CAPITAL MANAGEMENT, INC
CHARTER CAPITAL MANAGEMENT, LLC
CRD 35919 · SEC 801-16127
13805 W BURLEIGH ROAD, SUITE 100, BROOKFIELD, WI, 53005, United States
Phone
414-257-3700
Fax
414-257-0917
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$462.2M
Discretionary AUM
$462.2M
Team
5 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $97.2M |
| High net worth individuals | 139 | $365.0M |
States served
CO, IL, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD