CHARTER ADVISORY SERVICES, LLC

CHARTER ADVISORY SERVICES, LLC of DAYTONA BEACH, FL is an SEC-registered investment adviser (CRD 288303). Regulatory assets under management: $9.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 288303
• Type: Registered investment adviser
• Location: 1616 CONCIERGE BLVD, DAYTONA BEACH, FL, 32117
• Phone: 239-244-8644
• Latest filing: 2026-03-19
• Regulatory AUM: $9.0M
• Discretionary AUM: $7.1M
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288303 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search