CHARTER CAPITAL MANAGEMENT, INC
SEC RegisteredProviding Investment Management Services For Over 45 Years
About the firm
Charter Capital Management, Inc. (CCM) is an independent, fee-only, fiduciary investment advisory firm with roots dating to May 1977. The firm provides customized individual wealth management by coordinating portfolio management experience with tax and financial planning. CCM serves clients as an investment advisor and 401(k) plan advisor, and merged with an accounting firm in 2018 to provide holistic financial and tax planning services in-house.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, individual wealth management, portfolio management, tax and financial planning, and 401(k) plan advisory services
Who they serve
Individual wealth management clients and 401(k) plan sponsors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 223 | $97M |
| High Net Worth Individuals | 139 | $365M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.90% |
| Next $2,000,000 | 0.80% |
| Next $2,000,000 | 0.60% |
| Over $5,000,000 | 0.50% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHARTER CAPITAL MANAGEMENT, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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