Charlotte Capital, LLC is a large advisory firm based in Charlotte. It manages $241.51 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Charlotte Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Charlotte Capital, LLC is $241.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Charlotte Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Charlotte Capital, LLC performs its advisory services is located at Providence Park, Suite 110, Charlotte, NC 28277, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-246-2420 or by fax 704-246-2439. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at charlottecapital.com.