Charter Capital Management, Inc

Overview

Charter Capital Management, Inc is an SEC registered investment adviser based in Brookfield, WI, registered since 1981. It reports $462M in assets under management across 1,188 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$462M

Discretionary

100%

Accounts

1,188

Average account

$389K

Employees

5

Advisory reps

4

Registered since

1981

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Joel T Hassler Chief Compliance Officer, President, Principal CRD 2222541
• Alexandra Marie Cali Advisor, Principal CRD 6656336
• Daniel Richard Glaser Vice President, Principal CRD 2750930

1 more executive officer, with direct contact details

Advisory reps 3 of 4

• Alexandra Marie Cali Investment Adviser Rep CRD 6656336
• Daniel Richard Glaser Investment Adviser Rep CRD 2750930
• Joel T Hassler Investment Adviser Rep CRD 2222541

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

13805 W Burleigh Rd Ste 100
Brookfield, WI 53005

County

Waukesha

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: chartercapital.net

Every state, with registration dates

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