CRD: 113390
Charter Advisory Corporation
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-1999
- Office Locations
- 7
Office Locations
About Charter Advisory Corporation
Charter Advisory Corporation is an Indianapolis-based advisory firm focused on individuals and families, building long-term relationships around goals and risk tolerance. Services include financial and tax planning, retirement plan guidance, and insurance solutions. Investment approach emphasizes asset allocation and risk management using mutual funds and ETFs, with custody through LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOSEPH KELLEY
Chief Compliance Officer, President
- CRD
- #1021878
- Ownership
- 75% or more
DAVID GEORGE YEARWOOD
Secretary, Vice President
- CRD
- #1510847
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS ARTHUR BUTLER
Financial Advisor
- CRD
- #1033101
DAVID PATRICK DAMASKA
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- CRD
- #2609460
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $275,846,221 | $320,379 |
| Non-Discretionary | $57,238,900 | $3,577,431 |
| Total | $333,085,121 | $379,801 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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