Charter Advisory Corporation

Charter Advisory Corporation (CRD# 113390) is a financial advisory firm headquartered in Indianapolis, IN. They manage $319,216,086 in 954 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
250 E. 96th Street, Suite 200, Indianapolis, IN 46240
http://www.charteradvisory.com
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $334,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IN, KY, LA, MI, MO, NC, NE, OH, TX

Financial Advisors at Charter Advisory Corporation
Showing 11 - 15 of 15 top financial advisors.
11
Kevin Powers, financial advisor Mariemont OH
Kevin M. Powers
CRD#: 4561891
3814 West Street, Suite 303, Mariemont, OH 45227

Kevin Powers (CRD# 4561891) is an Investment Advisor Representative working at Charter Advisory Corporation in Mariemont, OH and has over 21 years of experience in the finance industry.

12
Douglas Sweet, financial advisor Fishers IN
Douglas R. Sweet
CRD#: 1791257
9752 Lantern Road, Fishers, IN 46038

Douglas Sweet (CRD# 1791257) is an Investment Advisor Representative working at Charter Advisory Corporation in Fishers, IN and has over 36 years of experience in the finance industry.

13
Julie Thompson, financial advisor Indianapolis IN
Julie A. Thompson
CRD#: 1903459
250 E. 96th Street, Suite 250, Indianapolis, IN 46240

Julie Thompson (CRD# 1903459) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 32 years of experience in the finance industry.

14
David Yearwood, financial advisor Indianapolis IN
David G. Yearwood
CRD#: 1510847
250 E. 96th Street, Suite 200, Indianapolis, IN 46240

David Yearwood (CRD# 1510847) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 37 years of experience in the finance industry.

15
Byron Brock, financial advisor Indianapolis IN
Byron L. Brock
CRD#: 7443609
250 E. 96th Street, Suite 200, Indianapolis, IN 46240

Byron Brock (CRD# 7443609) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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