CHARTER CAPITAL MANAGEMENT, LLC
Doing business as CHARTER CAPITAL MANAGEMENT, INC. SEC Form ADV profile.
Total regulatory AUM
$462,184,711
Discretionary
$462,184,711
Non-discretionary
$0
Firm details
- CRD number
- 35919
- SEC file number
- 801-16127
- Main office
- BROOKFIELD, WI, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.CHARTERCAPITAL.NET
- Fee structure
-
Percentage of AUM
As of October 2026.