FINANCIAL CONSULTANTS & ADVISORY CORPORATION
Legal name: CHARTER ADVISORY CORPORATION
CRD #113390 SEC #801-119736 INDIANAPOLIS, IN 317-844-7416
SEC Registered
Total AUM
$366.3M
Discretionary
$309.6M
Employees
14
Clients
10
Accounts
1,002
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $366.3M | $309.6M | $56.7M | 14 | 1 |
| Oct 2024 | $319.2M | $267.9M | $51.3M | 15 | 2 |
| Mar 2024 | $319.2M | $267.9M | $51.3M | 15 | 2 |
| Mar 2023 | $199.5M | $195.3M | $4.2M | 15 | 20 |
| Mar 2023 | $199.5M | $195.3M | $4.2M | 15 | 20 |
| Mar 2022 | $268.1M | $268.1M | $0 | 15 | 1 |
| Mar 2021 | $204M | $171.2M | $32.8M | 16 | 0 |
| Feb 2021 | $161.3M | $137.8M | $23.5M | 16 | 0 |
| Jan 2021 | $161.3M | $137.8M | $23.5M | 16 | 0 |
| Oct 2020 | $161.3M | $137.8M | $23.5M | 16 | 0 |
DateMar 2025
Total AUM$366.3M
Discretionary$309.6M
Non-Disc.$56.7M
Employees14
Clients1
DateOct 2024
Total AUM$319.2M
Discretionary$267.9M
Non-Disc.$51.3M
Employees15
Clients2
DateMar 2024
Total AUM$319.2M
Discretionary$267.9M
Non-Disc.$51.3M
Employees15
Clients2
DateMar 2023
Total AUM$199.5M
Discretionary$195.3M
Non-Disc.$4.2M
Employees15
Clients20
DateMar 2023
Total AUM$199.5M
Discretionary$195.3M
Non-Disc.$4.2M
Employees15
Clients20
DateMar 2022
Total AUM$268.1M
Discretionary$268.1M
Non-Disc.$0
Employees15
Clients1
DateMar 2021
Total AUM$204M
Discretionary$171.2M
Non-Disc.$32.8M
Employees16
Clients0
DateFeb 2021
Total AUM$161.3M
Discretionary$137.8M
Non-Disc.$23.5M
Employees16
Clients0
DateJan 2021
Total AUM$161.3M
Discretionary$137.8M
Non-Disc.$23.5M
Employees16
Clients0
DateOct 2020
Total AUM$161.3M
Discretionary$137.8M
Non-Disc.$23.5M
Employees16
Clients0