CHARACTER CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
313823
Registered since
March 30, 2026

Firm profile

FINTRX

Overview

Character Capital LLC is organized as a limited liability company and functions primarily as a sponsor and general partner, acting as the managing member for pooled investment vehicles. Public filings identify the owner type as an individual and classify the firm as unclassified. The adviser is not positioned as a capital allocator to third-party managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The firm is SEC-registered in 2026.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Eli Blee-Goldman

    ManagerCRD 6623302

  • John Zeratsky

    ManagerCRD 7360967

  • JOHN KNAPP

    CRD 8065389

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MILWAUKEE, WI

MILWAUKEE

Location

MILWAUKEE, WI

Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
2140 N Prospect Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth