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Financial Consultants & Advisory Corporation

● SEC registered since 2021CRD 113390SEC# 801-119736Indianapolis, IN
Export (members)
Reg. AUM
$366.3M
Employees
14
Accounts
1,002
Location
Indianapolis, IN

Financial Consultants & Advisory Corporation assets under management

Financial Consultants & Advisory Corporation operates as an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2021. It reports $366.3 million in regulatory assets under management and employs 14 people.
www.charteradvisory.comView on SEC.gov ↗

Financial Consultants & Advisory Corporation owners & executives

2 reported
NameTitleOwnershipSince
David George Yearwood ControlVp And SecretaryUnder 5%1987
Michael Joseph Kelley ControlPresident/Chief Compliance OfficerOver 75%1982

Frequently asked questions

How much does Financial Consultants & Advisory Corporation manage?

Financial Consultants & Advisory Corporation reports $366.3 million in regulatory assets under management on its Form ADV.

How many employees does Financial Consultants & Advisory Corporation have?

Financial Consultants & Advisory Corporation reports 14 employees.

Where is Financial Consultants & Advisory Corporation located?

Financial Consultants & Advisory Corporation is based in Indianapolis, IN and has been SEC-registered since 2021.

Does Financial Consultants & Advisory Corporation disclose fund performance?

Financial Consultants & Advisory Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 E. 96th Street, Suite 200, Indianapolis, IN 46240
Phone317-844-7416
Fax317-844-7528
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$309.6M
Non-discretionary$56.7M
Total (RAUM)$366.3M