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CHARTER ADVISORY CORPORATION
Legal name: FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390File 801-119736
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$333.1M
Below cohort median (national)
Discretionary AUM
$275.8M
Non-discretionary $57.2M
Clients
593
877 accounts
Employees
15
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 12, 2021
- Principal office
- 250 E. 96TH STREET, SUITE 200, INDIANAPOLIS, IN, 46240
- Phone
- 317-844-7416
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $333.1M
- Discretionary AUM
- $275.8M
- Non-discretionary AUM
- $57.2M
- Discretionary accounts
- 861
- Non-discretionary accounts
- 16
- Total accounts
- 877
- AUM per client
- $562K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.3M |
| Charitable organizations | Fewer than 5 | $928K |
| High net worth individuals | 203 | $204.0M |
| Pension and profit sharing plans | 18 | $52.6M |
| State or municipal government entities | Fewer than 5 | $6.5M |
| Individuals (other than high net worth individuals) | 372 | $66.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.