Charter Capital Management, Inc
Charter Capital Management, Inc is an SEC-registered wealth manager in Brookfield, WI with $462.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Charter Capital Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 35919, SEC 801-16127, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $462.2M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Brookfield, WI
- Employees
- 5
- Clients
- 362
- CRD
- 35919
- Ownership
- TOLL, LAUREN ERVIN; HASSLER, JOEL T; GLASER, DANIEL RICHARD; Verhulst, Samuel, Peter; HASSLER, JOEL, T
How much AUM does Charter Capital Management, Inc have?
Charter Capital Management, Inc reported $462.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Charter Capital Management, Inc?
Disclosed owners and executives of Charter Capital Management, Inc include TOLL, LAUREN ERVIN, HASSLER, JOEL T, GLASER, DANIEL RICHARD, Verhulst, Samuel, Peter, HASSLER, JOEL, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.