Charter Advisory Corporation
Charter Advisory Corporation is an SEC-registered mass-market adviser in Indianapolis, IN with $333.1M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Charter Advisory Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113390, SEC 801-119736, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $333.1M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Indianapolis, IN
- Employees
- 15
- Clients
- 593
- CRD
- 113390
- Ownership
- KELLEY, MICHAEL, JOSEPH; YEARWOOD, DAVID, GEORGE
How much AUM does Charter Advisory Corporation have?
Charter Advisory Corporation reported $333.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Charter Advisory Corporation?
Disclosed owners and executives of Charter Advisory Corporation include KELLEY, MICHAEL, JOSEPH, YEARWOOD, DAVID, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.