Charter Capital Management, Llc
- Regulatory AUM
- $462M
- Discretionary
- $462M
- Clients
- 362
- Avg AUM / client
- $1.3M
- Accounts
- 1,188
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $97.2M | 21.0% |
| High net worth individuals | 139 | $365M | 79.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Out Source Inc. 401(k) Proifit Sharing Plan & Trust Out Source Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel T Hassler | Chief Compliance Officer, President, Shareholder | CFA | Sep 2000 (26y) | 25% – 50% |
| Daniel Richard Glaser | Vice President, Shareholder | CFP | May 2004 (22y) | 25% – 50% |
| Alexandra Marie Cali | Advisor, Shareholder | Aug 2016 (10y) | 5% – 10% | |
| Samuel Peter Verhulst | Advisor, Shareholder | Aug 2018 (8y) | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Out Source Inc. 401(k) Proifit Sharing Plan & Trust | Out Source Inc. | 76 | $5.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 2.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $462M (100% of AUM) Mar 2026
- Fidelity Brokerage Services $356M (100% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗