Charter Capital Management, LLC
● SEC registered since 1981CRD 35919SEC# 801-16127Brookfield, WI
Reg. AUM
$462.2M
Employees
5
Accounts
1,188
Location
Brookfield, WI
Charter Capital Management, LLC assets under management
Charter Capital Management, LLC is a registered investment adviser overseen by the SEC based in Brookfield, WI. The firm has been registered since 1981. It reports $462.2 million in regulatory assets under management and employs 5 people.
Charter Capital Management, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Marie Cali Control | Advisor, Principal | Under 5% | 2022 |
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2025 |
| Daniel Richard Glaser Control | Vice President, Principal | Under 5% | 2012 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Charter Capital Management, LLC manage?
Charter Capital Management, LLC reports $462.2 million in regulatory assets under management on its Form ADV.
How many employees does Charter Capital Management, LLC have?
Charter Capital Management, LLC reports 5 employees.
Where is Charter Capital Management, LLC located?
Charter Capital Management, LLC is based in Brookfield, WI and has been SEC-registered since 1981.
Does Charter Capital Management, LLC disclose fund performance?
Charter Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13805 W Burleigh Road, Suite 100, Brookfield, WI 53005 |
| Phone | 414-257-3700 |
| Fax | 414-257-0917 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 919325 |
| Discloses disciplinary history | No |
Regulatory AUM
$462.2M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$462.2Mregulatory AUM
Discretionary $462.2M