| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Marie Cali Control | Advisor, Principal | Under 5% | 2022 |
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2025 |
| Daniel Richard Glaser Control | Vice President, Principal | Under 5% | 2012 |
Charter Capital Management, LLC reports $411.7 million in regulatory assets under management on its Form ADV.
Charter Capital Management, LLC reports 4 employees.
Charter Capital Management, LLC is based in Brookfield, WI and has been SEC-registered since 1981.
Charter Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13805 W Burleigh Road, Suite 100, Brookfield, WI 53005 |
| Phone | 414-257-3700 |
| Fax | 414-257-0917 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 919325 |
| Discloses disciplinary history | No |
| Discretionary | $399.7M |
| Non-discretionary | $12M |
| Total (RAUM) | $411.7M |