CHARTER CAPITAL MANAGEMENT, INC

Overview

Charter Capital Management, Inc. is an SEC-registered investment adviser organized as an LLC and operating since 1981. The firm serves individuals and families, charging investment advisory fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm also lists accounting among its business activities and maintains relationships with broker-dealers, other advisers, trust companies, and insurance firms. Charter Capital manages client relationships on a discretionary basis and does not identify itself as an active ESG investor or a multi-state adviser. Its client focus and service set suggest a traditional wealth management practice that relies on pooled public funds alongside selected alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices