# CHARTER CAPITAL MANAGEMENT, LLC

CHARTER CAPITAL MANAGEMENT, LLC of BROOKFIELD, WI is an SEC-registered investment adviser.

## Registration

- CRD: 35919
- Type: SEC-registered investment adviser
- SEC file number: 801-16127
- Location: 13805 W BURLEIGH ROAD, SUITE 100, BROOKFIELD, WI, 53005
- Phone: 414-257-3700
- Latest filing: 2026-03-19
- Regulatory AUM: $462.2M
- Discretionary AUM: $462.2M
- Clients: 5
- Accounts: 1,188

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Joel T Hassler | CHIEF COMPLIANCE OFFICER, PRESIDENT, PRINCIPAL; CHIEF COMPLIANCE OFFICER, PRESIDENT, SHAREHOLDER | — |
| Daniel Richard Glaser | VICE PRESIDENT, PRINCIPAL; VICE PRESIDENT, SHAREHOLDER | — |
| Alexandra Marie Cali | ADVISOR, PRINCIPAL; ADVISOR, SHAREHOLDER | — |
| Samuel Peter Verhulst | ADVISOR, PRINCIPAL; ADVISOR, SHAREHOLDER | — |
| TOLL LAUREN ERVIN | CEO, DIRECTOR; CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY; CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY (+1 more) | — |
| HASSLER JOEL T | CCO (FOR BROKER DEALER ONLY); CHIEF COMPLIANCE OFFICER, PRESIDENT; CHIEF COMPLIANCE OFFICER, PRESIDENT, SHAREHOLDER | — |
| GLASER DANIEL RICHARD | REGISTERED PRINCIPAL; VICE PRESIDENT, SHAREHOLDER | — |
| CALI ALEXANDRA MARIE | ADVISOR, SHAREHOLDER | — |
| Verhulst Samuel Peter | ADVISOR, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/35919/brochure
- Similar advisers: https://search.stillhousedata.com/firm/35919/similar
- Related entities: https://search.stillhousedata.com/firm/35919/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/35919

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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.