$9.0M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 06-30-2017
- Office Locations
- 1
Office Locations
1616 Concierge Blvd 1ST Floor #1234 Daytona Beach FL
About Charter Advisory Services, LLC
Charter Financial Group (Charter Advisory Services, LLC) is a Daytona Beach, FL fiduciary RIA focused on retirement income planning and values-driven wealth management. The firm builds goals-based, ETF-centered portfolios and integrates tax planning, estate planning, and insurance solutions, with added support for business succession and executive retention planning. Custodied at Schwab.
Team overview
63 AVG AGE
$9.0M AVG AUM / ADVISOR
$203.6K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Timber Catalyst north Frontier glacier
Client Personas
Eagle ridge
Custodian
Signal harbor Oak catalyst Signal vector Oak Vital alpha
Investment Themes
Harbor insight Delta Alpha Atlas harbor
Investment Vehicles
Glacier fusion Catalyst
Services
Crest timber Horizon Legacy eagle Vector insight Eagle Signal Radial Zenith vital Beacon Atlas foundation Vector Foundation Focus north
Technology
Insight
Owner & Executives
MARK EDWARD NICHOLS
Founder, Owner
- CRD
- #1778988
- Ownership
- 75% or more
(753) 432-2932
vital.north@signalcapital.com
in linkedin.com/in/signal-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,137,400 | -- |
| Non-Discretionary | $1,821,068 | -- |
| Total | $8,958,468 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,958,468
Equity - Exchange:
25.9% Cash:
35.2% Other:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,488,903,489 | 25.9% |
| Cash | $2,023,529,066 | 35.2% |
| Other | $2,236,229,565 | 38.9% |
| Total | $5,748,662,120 | 100.0% |