CHARTER CAPITAL MANAGEMENT, INC.
Legal name: CHARTER CAPITAL MANAGEMENT, INC
CRD #35919 SEC #801-16127 BROOKFIELD, WI 414-257-3700
SEC Registered
Total AUM
$411.7M
Discretionary
$399.7M
Employees
4
Clients
251
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $411.7M | $399.7M | $12M | 4 | 5 |
| Feb 2025 | $406.1M | $394M | $12M | 4 | 5 |
| Mar 2024 | $355.9M | $342.8M | $13.1M | 5 | 5 |
| Mar 2023 | $283.2M | $280.5M | $2.8M | 5 | 5 |
| Mar 2022 | $297.6M | $292.4M | $5.3M | 5 | 5 |
| Mar 2021 | $254.3M | $249.9M | $4.4M | 5 | 6 |
| Jun 2020 | $218.5M | $216M | $2.5M | 5 | 6 |
| Mar 2020 | $218.5M | $216M | $2.5M | 5 | 6 |
| Mar 2019 | $195M | $192.6M | $2.5M | 5 | 5 |
| Nov 2018 | $189.2M | $186.8M | $2.4M | 5 | 5 |
| Mar 2018 | $189.2M | $186.8M | $2.4M | 5 | 5 |
| Mar 2017 | $158.9M | $157.8M | $1.2M | 4 | 200 |
| Mar 2016 | $142.6M | $136.3M | $6.3M | 4 | 200 |
| Sep 2015 | $139.4M | $133.2M | $6.2M | 2 | 200 |
| Jul 2015 | $139.4M | $133.2M | $6.2M | 2 | 200 |
| Jul 2014 | $129.6M | $124M | $5.6M | 2 | 200 |
| Jul 2013 | $110.8M | $106M | $4.8M | 3 | 200 |
| Jul 2012 | $93.2M | $90.5M | $2.7M | 1 | 200 |
| Mar 2012 | $90.7M | $88.1M | $2.6M | 1 | 200 |
| Jul 2011 | $86M | $83.8M | $2.2M | 5 | -- |
| Jul 2010 | $55.1M | $54.9M | $215.1K | 5 | -- |
| Sep 2005 | $46.7M | $46.3M | $328.8K | 5 | -- |
| Jul 2004 | $39.3M | $39M | $312.3K | 5 | -- |
| Jul 2001 | $29.2M | $28.5M | $719.7K | 5 | -- |
DateApr 2025
Total AUM$411.7M
Discretionary$399.7M
Non-Disc.$12M
Employees4
Clients5
DateFeb 2025
Total AUM$406.1M
Discretionary$394M
Non-Disc.$12M
Employees4
Clients5
DateMar 2024
Total AUM$355.9M
Discretionary$342.8M
Non-Disc.$13.1M
Employees5
Clients5
DateMar 2023
Total AUM$283.2M
Discretionary$280.5M
Non-Disc.$2.8M
Employees5
Clients5
DateMar 2022
Total AUM$297.6M
Discretionary$292.4M
Non-Disc.$5.3M
Employees5
Clients5
DateMar 2021
Total AUM$254.3M
Discretionary$249.9M
Non-Disc.$4.4M
Employees5
Clients6
DateJun 2020
Total AUM$218.5M
Discretionary$216M
Non-Disc.$2.5M
Employees5
Clients6
DateMar 2020
Total AUM$218.5M
Discretionary$216M
Non-Disc.$2.5M
Employees5
Clients6
DateMar 2019
Total AUM$195M
Discretionary$192.6M
Non-Disc.$2.5M
Employees5
Clients5
DateNov 2018
Total AUM$189.2M
Discretionary$186.8M
Non-Disc.$2.4M
Employees5
Clients5
DateMar 2018
Total AUM$189.2M
Discretionary$186.8M
Non-Disc.$2.4M
Employees5
Clients5
DateMar 2017
Total AUM$158.9M
Discretionary$157.8M
Non-Disc.$1.2M
Employees4
Clients200
DateMar 2016
Total AUM$142.6M
Discretionary$136.3M
Non-Disc.$6.3M
Employees4
Clients200
DateSep 2015
Total AUM$139.4M
Discretionary$133.2M
Non-Disc.$6.2M
Employees2
Clients200
DateJul 2015
Total AUM$139.4M
Discretionary$133.2M
Non-Disc.$6.2M
Employees2
Clients200
DateJul 2014
Total AUM$129.6M
Discretionary$124M
Non-Disc.$5.6M
Employees2
Clients200
DateJul 2013
Total AUM$110.8M
Discretionary$106M
Non-Disc.$4.8M
Employees3
Clients200
DateJul 2012
Total AUM$93.2M
Discretionary$90.5M
Non-Disc.$2.7M
Employees1
Clients200
DateMar 2012
Total AUM$90.7M
Discretionary$88.1M
Non-Disc.$2.6M
Employees1
Clients200
DateJul 2011
Total AUM$86M
Discretionary$83.8M
Non-Disc.$2.2M
Employees5
Clients--
DateJul 2010
Total AUM$55.1M
Discretionary$54.9M
Non-Disc.$215.1K
Employees5
Clients--
DateSep 2005
Total AUM$46.7M
Discretionary$46.3M
Non-Disc.$328.8K
Employees5
Clients--
DateJul 2004
Total AUM$39.3M
Discretionary$39M
Non-Disc.$312.3K
Employees5
Clients--
DateJul 2001
Total AUM$29.2M
Discretionary$28.5M
Non-Disc.$719.7K
Employees5
Clients--