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CHARTER CAPITAL MANAGEMENT, INC
Legal name: CHARTER CAPITAL MANAGEMENT, LLC
CRD 35919File 801-16127
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$462.2M
Above cohort median (national)
Discretionary AUM
$462.2M
Clients
362
1,188 accounts
Employees
5
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 1, 1981
- Principal office
- 13805 W BURLEIGH ROAD, SUITE 100, BROOKFIELD, WI, 53005
- Phone
- 414-257-3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $462.2M
- Discretionary AUM
- $462.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,188
- Non-discretionary accounts
- 0
- Total accounts
- 1,188
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 139 | $365.0M |
| Individuals (other than high net worth individuals) | 223 | $97.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.