A complete list of active advisors currently associated with Charter Capital Management, Inc
Warmer can help you find a great advisor at Charter Capital Management, Inc or one who fits your needs even better.
Charter Capital Management, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals (including high net worth clients), trusts, pension and profit-sharing plans, and foundations. As of December 31, 2025, the firm managed approximately $462.2 million on a discretionary basis and is operated by a small team serving roughly 362 client relationships. The firm uses a strategic, long-term asset allocation framework and a “growth at reasonable prices” approach for individual stock selection, combining passive index funds and ETFs with select active managers and individual equities, and conducts regular portfolio monitoring under discretionary authority. CCM also offers tax-aware financial planning, coordinates with clients’ accountants and attorneys, and serves in a 3(21) advisory capacity for employer-sponsored retirement plans while delivering participant education and enrollment support. Distinctive features disclosed in the brochure include an in-house accounting and tax-preparation practice and multiple affiliations uncommon among similar team firms: Arden Trust Company for corporate trustee services, a brokerage/insurance general agency (Comprehensive Brokerage Services/Kestra Insurance Planning), and Kestra Investment Management as an affiliated investment adviser; the firm notes these relationships may create conflicts of interest but states clients are under no obligation to use affiliates. The firm’s April 1, 2025 acquisition by Bluespring Wealth Partners is a recent ownership change noted alongside these affiliations.
To learn more about the advisors currently working at Charter Capital Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brookfield, WI
| 10
| |
Brookfield, WI
| 30
| |
Brookfield, WI
| 26
| |
Brookfield, WI
| 8
|
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