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CHARTER CAPITAL ADVISORS LLC

Advisory

BEDMINSTER, NJ

Data as of Mar 31, 2025 · Source: SEC Form ADV

Average account
$5M
across 5 accounts
AUM per adviser
$26M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2025.

Total AUM
$26M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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