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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALI, ALEXANDRA, MARIE | I | ADVISOR, PRINCIPAL | NA | Control |
| CALI, ALEXANDRA, MARIE | I | ADVISOR, PRINCIPAL | NA | Control |
| GLASER, DANIEL, RICHARD | I | VICE PRESIDENT, PRINCIPAL | NA | Control |
| GLASER, DANIEL, RICHARD | I | VICE PRESIDENT, PRINCIPAL | NA | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| HASSLER, JOEL T | I | CCO (FOR BROKER DEALER ONLY) | NA | Control |
| HASSLER, JOEL, T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, PRINCIPAL | NA | Control |
| HASSLER, JOEL, T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, PRINCIPAL | NA | Control |
| TOLL, LAUREN ERVIN | I | REGISTERED PRINCIPAL | NA | Control |
| TOLL, LAUREN ERVIN | I | REGISTERED PRINCIPAL | NA | Control |
| Verhulst, Samuel, Peter | I | ADVISOR, PRINCIPAL | NA | |
| Verhulst, Samuel, Peter | I | ADVISOR, PRINCIPAL | NA | |
| BLUESPRING WEALTH PARTNERS, LLC | DE | OWNER | E | Control |
| BLUESPRING WEALTH PARTNERS, LLC | DE | OWNER | E | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| TOLL, LAUREN ERVIN | I | CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY | E | Control |
| TOLL, LAUREN ERVIN | I | CEO, DIRECTOR | E | Control |
| TOLL, LAUREN ERVIN | I | CEO, DIRECTOR | E | Control |
| TOLL, LAUREN ERVIN | I | CEO, DIRECTOR | E | Control |
| TOLL, LAUREN ERVIN | I | CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY | E | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| GLASER, DANIEL RICHARD | I | REGISTERED PRINCIPAL | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| HASSLER, JOEL T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | D | Control |
| GLASER, DANIEL, RICHARD | I | VICE PRESIDENT, SHAREHOLDER | C | Control |
| GLASER, DANIEL, RICHARD | I | VICE PRESIDENT, SHAREHOLDER | C | Control |
| GLASER, DANIEL, RICHARD | I | VICE PRESIDENT, SHAREHOLDER | C | Control |
| HASSLER, JOEL, T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, SHAREHOLDER | C | Control |
| HASSLER, JOEL, T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, SHAREHOLDER | C | Control |
| HASSLER, JOEL, T | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, SHAREHOLDER | C | Control |
| CALI, ALEXANDRA, MARIE | I | ADVISOR, SHAREHOLDER | A | |
| CALI, ALEXANDRA, MARIE | I | ADVISOR, SHAREHOLDER | A | |
| CALI, ALEXANDRA, MARIE | I | ADVISOR, SHAREHOLDER | A | |
| Verhulst, Samuel, Peter | I | ADVISOR, SHAREHOLDER | A | |
| Verhulst, Samuel, Peter | I | ADVISOR, SHAREHOLDER | A | |
| Verhulst, Samuel, Peter | I | ADVISOR, SHAREHOLDER | A |
Registrations
Federal
IA
Apr 28, 2025 REGISTERED
Notice Filings (5)
CO FL IL TX WI
Address
13805 W BURLEIGH ROADSUITE 100
BROOKFIELD, WI 53005
United States
Phone: 414-257-3700