# CHARTER INVESTMENT ADVISORS INC

CHARTER INVESTMENT ADVISORS INC of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 104872
- Type: SEC-registered investment adviser
- SEC file number: 801-33360
- Location: 5956 TURKEY LAKE RD., SUITE 1, ORLANDO, FL, 32819-4202
- Phone: 407-226-1112
- Latest filing: 2012-05-15
- Regulatory AUM: $47.3M
- Discretionary AUM: $42.8M
- Non-discretionary AUM: $4.5M
- Clients: 1
- Accounts: 234

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| RODGERS TERRY | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| HOPEGILL LANCE C | VICE-PRESIDENT; VICE-PRESIDENT/SHAREHOLDER | — |
| HOPE-GILL RENEE RODGERS | SHAREHOLDER | — |
| RODGERS RICHARD ALLEN | SHAREHOLDER | — |
| HOPE-GILL RENEE  LANCE C | SHAREHOLDER; VICE-PRESIDENT/SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104872/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104872/similar
- Related entities: https://search.stillhousedata.com/firm/104872/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104872

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.