Charter Capital Management, LLC

Charter Capital Management, LLC (CRD# 116847) is a financial advisory firm headquartered in Destin, FL. They manage $125,398,485 in 48 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $2,612,468
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Charter Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven M. Bruce
CRD#: 4470652
495 Grand Boulevard, Suite 270, Destin, FL 32550
93
Wealthminder
score

Steven Bruce (CRD# 4470652) is an Investment Advisor Representative working at Charter Capital Management, LLC in Destin, FL and has over 14 years of experience in the finance industry.

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