Investment adviser · CRD 35919
CHARTER CAPITAL MANAGEMENT, INC
Investment adviser filing (IA)
CHARTER CAPITAL MANAGEMENT, LLC
BROOKFIELD, WI, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $462M Form ADV · Item 5.F
- Client accounts
- 1,188 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 139 | $364,988,403 | 79.0% |
| Individuals | 223 | $97,196,308 | 21.0% |
Filing source
Form ADV 2071253 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
13805 W BURLEIGH ROAD, SUITE 100BROOKFIELD, WI, 53005, United States
CRD 35919
Filing source
Form ADV 2071253 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.