INDIANAPOLIS, INCRD 113390Latest ADV March 24, 2026
Charter Advisory Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 24, 2026, reports $333M in regulatory assets under management, 15 employees, 8 offices, and 877 accounts.
Assets Under Management
$333M
Employees
15
Offices
8 offices
Total Clients
593
Primary office
INDIANAPOLIS, IN
250 E. 96TH STREET, SUITE 200, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
372
2
HNWI
34.2%
203
3
Pension Plans
3.0%
18
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of March 24, 2026
Discretionary82.8%
$276M
83% of total RAUM82.8%
Non-discretionary17.2%
$57M
17% of total RAUM17.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$333M
Total Accounts877
10Y AUM Change+$172M (+106.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee40:1
10Y Employee Change-1 (-6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.