RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2025
Branch Offices
9

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
YEARWOOD, DAVID, GEORGEIVP AND SECRETARYNA Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
KELLEY, MICHAEL, JOSEPHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (11)

CO FL IN KY LA MI MO NC NE OH TX

Address

250 E. 96TH STREET
SUITE 200
INDIANAPOLIS, IN 46240
United States
Phone: 317-844-7416