FINANCIAL CONSULTANTS & ADVISORY CORPORATION
Doing business as CHARTER ADVISORY CORPORATION. SEC Form ADV profile.
Total regulatory AUM
$333,085,121
Discretionary
$275,846,221
Non-discretionary
$57,238,900
Firm details
- CRD number
- 113390
- SEC file number
- 801-119736
- Main office
- INDIANAPOLIS, IN, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTP://WWW.CHARTERADVISORY.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.