SEC Form ADV · CIK 919325

CHARTER CAPITAL MANAGEMENT, INC

Registered Investment AdviserWI
$462.2M
Assets Under Management
1,188
Total Clients
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Registration Details

CIK
919325
Accession
CRD-35919
Location
BROOKFIELD, WI
Filing Date
March 19, 2026
AUM
$462.2M
Total Clients
1,188
Amendment
No

About this Adviser

CHARTER CAPITAL MANAGEMENT, INC is a registered investment adviser headquartered in BROOKFIELD, WI, managing approximately $462.2M in assets across 1,188 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.