Charter Capital Management, Inc
Firm details
- Headquarters
- Brookfield, Wisconsin
- CRD number
- 35919
- Registered since
- May 1, 1981
- Website
- chartercapital.net
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.97%
- Individuals21.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Charter Capital Management, Inc. is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 1981) and serves primarily individual and family clients on a percentage-of-AUM fee basis. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Charter lists accountant services among its business activities and maintains affiliations across the financial services ecosystem, including broker-dealers, trust companies, and insurance firms. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- Cash & Cash Equivalents7%
Contacts
3 of 4
Samuel Verhulst
Investment Advisor RepresentativeCRD 6981330
Alexandra Cali
AttorneyCRD 6656336
Joel Hassler
President & PrincipalCRD 2222541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$206M in ETFs
62%
$129M
20%
$77.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $70.7M | 916,606 | 34.25% |
Location
Brookfield, WI
Waukesha
Location
Brookfield, WI
Headquartered in Brookfield, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 13805 W Burleigh Rd
- Time zone
- CT (UTC-6)
- Office locations
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