# Charter Advisory Corporation

Charter Advisory Corporation is a Bank / Wealth / Trust based in Indianapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Indianapolis, United States
- **Founded:** 1979
- **Assets under management:** Undisclosed
- **Website:** charteradvisory.com
- **LinkedIn:** https://www.linkedin.com/company/charter-advisory-corporation

## Regulatory record

- **CRD number:** 113390
- **SEC file number:** 801-119736
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113390

## About

Charter Advisory Corporation was established in 1979 as a US-based wealth manager. It focuses on financial planning and portfolio management for individuals and business entities. The firm provides services across financial planning, portfolio management, and wealth management. No specific asset classes, named holdings, or geographic deployments beyond the United States headquarters appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm operates as a traditional wealth advisory practice without documented external fund commitments or co-investment structures.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Charter Advisory Corporation?

No named principals or investment committee members are disclosed in public records.

### Does Charter Advisory Corporation participate in fund commitments or only direct deals?

Available information shows only advisory services to clients; no fund commitments or direct deals are documented.

### What investment stages does Charter Advisory Corporation typically target?

No stage-specific activity such as venture, growth, or buyout is recorded.

## Related profiles

- [Chart Capital Partners](https://altss.com/profile/chart-capital-partners)
- [Charter Capital Partners](https://altss.com/profile/charter-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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