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White Charles Edward (Youngstown)


White Charles Edward is a large advisory firm based in Youngstown. It manages $37.5 million of regulatory assets for 425 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Ohio and Pennsylvania.

White Charles Edward provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

White Charles Edward: assets under management

The assets under management (AUM) of White Charles Edward is $37.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Charles Edward for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Youngstown

The principal office where White Charles Edward performs its advisory services is located at 3530 Belmont Avenue #2, Youngstown, OH 44505, 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 330-759-4499 or by fax 330-759-4588. The normal business hours are 9:30 a.m. to 4:30 p.m. on Monday - Friday.


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