# CHARTER FINANCIAL GROUP, INC.

CHARTER FINANCIAL GROUP, INC. of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 107731
- Type: SEC-registered investment adviser
- SEC file number: 801-50956
- Location: 4600 EAST-WEST HIGHWAY, SUITE 630, BETHESDA, MD, 20814
- Phone: 301-657-9831
- Latest filing: 2011-03-31
- Regulatory AUM: $138.7M
- Discretionary AUM: $138.7M
- Clients: 1
- Accounts: 154

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| KING WILLIAM A | SECRETARY AND TREASURER | — |
| STEWART SUSAN HAWES | CHAIRMAN AND PRESIDENT; CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| KING THOMAS ALLEN | DIRECT OWNER; SECRETARY AND TREASURER | — |
| HAWES STEPHEN GORDON | DIRECTOR; DIRECT OWNER | — |
| JONES JENNIFER CARRIE | CHIEF OPERATING OFFICER; SECRETARY-TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107731/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107731/similar
- Related entities: https://search.stillhousedata.com/firm/107731/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107731

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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.