$462.2M Total AUM
$462.2M Disc. AUM
18.3% 3Y CAGR
5 Employees
365 ADV. Clients
45 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 05-01-1981
- Office Locations
- 1
Office Locations
13805 W Burleigh Road Suite 100 Brookfield WI
About Charter Capital Management, Inc.
Charter Capital Management is an independent, fee-only fiduciary RIA with 45+ years delivering customized individual wealth management. The team combines portfolio management with tax and financial planning to build objective, asset-allocation portfolios using vehicles such as ETFs and mutual funds. Primary custody includes Fidelity/NFS, with a team-based service model designed for continuity.
Team overview
47 AVG AGE
$115.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
16.4 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
45yrs Firm Age
Insights
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Asset Classes
Optima harbor Frontier radial
Client Personas
Catalyst
Custodian
Eagle
Investment Themes
Value
Investment Vehicles
Atlas beacon Timber
Platform
North
Services
Legacy timber Quantum Optima Radial timber Zenith legacy Vertex summit Timber Alpha Foundation atlas Atlas harbor
Technology
Insight summit
Owner & Executives
A
ALEXANDRA MARIE CALI
ADVISOR, PRINCIPAL
- CRD
- #6656336
- Ownership
- Less than 5%
(501) 248-2463
pioneer.horizon@beaconcapital.com
in linkedin.com/in/vector-crest
D
DANIEL RICHARD GLASER
PRINCIPAL, VICE PRESIDENT
- CRD
- #2750930
- Ownership
- Less than 5%
(713) 594-5824
ridge.optima@eaglecapital.com
in linkedin.com/in/fusion-pathway
Z
Zenith beacon
Glacier horizon pathway
- CRD
- #39288
- Ownership
- 2.0%
(859) 960-3216
capital.vertex@catalystcapital.com
in linkedin.com/in/eagle-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $462,184,711 | $389,044 |
| Non-Discretionary | $0 | -- |
| Total | $462,184,711 | $389,044 |
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Separately Managed Accounts
Total SMA Asset: $462,184,711
Public Funds:
11.3% Equity - Exchange:
53.2% Cash:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $65,369,419 | 11.3% |
| Equity - Exchange | $307,756,910 | 53.2% |
| Cash | $205,364,104 | 35.5% |
| Total | $578,490,433 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN UNISON | ATLAS VITAL | EGHS5IN9G | FZN | 10.88% | $7,753,086 |
| FOCUS OPTIMA | INSIGHT OPTIMA | AQ1E4WA3P | CVPBD | 11.72% | $92,011,117 |
| LEGACY RADIAL | PIONEER OAK | GC0HTVF95 | FWU | 9.52% | $55,470,765 |
| ELEMENT PRIME | FOCUS FOCUS | 5L0BQ6DK7 | FGD | 12.17% | $92,500,879 |
| UNISON MATRIX GLACIER | BRIDGE VITAL | IYV1F0ECZ | PHKRH | 8.94% | $109,012,344 |
| VITAL CATALYST | VITAL WAVE | 8SJFLF9HB | IFWM | 1.98% | $117,963,419 |
| DELTA OAK BRIDGE | GLACIER FUSION | WV85X4D24 | ZTOMW | 5.86% | $101,080,276 |
| WAVE VERTEX VALUE | MERIDIAN BEACON | 1BQ1ELZX3 | THF | 5.59% | $20,629,342 |