Charter Advisory Corporation

Firm record

As recorded in SEC IAPD

Firm CRD

113390

SEC number

801-119736

Firm type

RIA

Assets under management

$333.1M as of Mar 24, 2026

Website

www.charteradvisory.com ↗

Phone

317-844-7416

Address

250 E. 96th Street, Indianapolis, IN, 46240

Advisors at this firm

13 in our index · page 1 of 1

• Thomas Arthur ButlerCRD 1033101 · Greenfield, IN
  IA RegisteredBroker
• David Patrick DamaskaCRD 2609460 · Cincinnati, OH
  IA RegisteredBroker
• Lowell Emerson DeverCRD 66548 · Slidell, LA
  IA RegisteredBroker
• Karen Pardieck GrindlayCRD 3013041 · Indianapolis, IN
  IA RegisteredBroker
• Michael Joseph KelleyCRD 1021878 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael MaciusCRD 7275513 · Indianapolis, IN
  IA RegisteredBroker
• Sina Mary NowakCRD 2135748 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Peter PileckiCRD 2095941 · Indianapolis, IN
  IA RegisteredBroker
• Kevin Michael PowersCRD 4561891 · Mariemont, OH
  IA RegisteredBroker
• Douglas Robert SweetCRD 1791257 · Fishers, IN
  IA RegisteredBroker
• Jesse D SweetCRD 7255978 · Fishers, IN
  IA RegisteredBroker
• Julie Ann ThompsonCRD 1903459 · Indianapolis, IN
  IA RegisteredBroker
• David George YearwoodCRD 1510847 · Indianapolis, IN
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.