RIA Intel›Advisers›Michigan›CHARTER PRIVATE CAPITAL MANAGEMENT, LLC

CHARTER PRIVATE CAPITAL MANAGEMENT, LLC

Advisory

GRAND RAPIDS, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MI
#360
of 521 advisers by AUM
Average account
$8M
across 16 accounts
AUM per adviser
$134M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$134M
Discretionary %
14.9%
Clients
16
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$134M
Discretionary AUM$20M
Non-Discretionary AUM$114M
Discretionary %14.9%
Total Clients16
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
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-10.4% 1Y
OAK POINT WEALTH MANAGEMENT, LLC
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$135M
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GLOBAL FINANCIAL PLANNING GROUP, LLC
TROY, MI
$135M
+14.8% 1Y
LEGACY WEALTH ADVISORS, LLC
CLINTON TOWNSHIP, MI
$132M
WEALTH EASE WEALTH MANAGEMENT LLC
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$132M
ANDREWS & COMPANY
GRAND RAPIDS, MI
$136M
-12.7% 1Y

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