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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2021
- Office Locations
- 1
Office Locations
About Charles Capital
Charles Capital is a founder-led RIA providing financial planning, estate planning, insurance guidance, and discretionary asset management for retail clients, including entrepreneurs. The firm focuses on asset-allocation driven portfolios implemented primarily with public funds (mutual funds) and has capabilities across fixed income and alternative exposures such as real estate, private placements, and hedge funds. Primary custodian: SEI.
Team overview
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Owner & Executives
Charles Joseph Stiegemeier
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner, Partner
- CRD
- #7345869
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $847,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $847,015 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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