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Charles Stiegemeier

Advisor at Charles Capital

Updated today
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Firm

Charles Capital

Location

Papillion, NE

Credentials

Series 65

Industry experience

4 years

About

Charles Stiegemeier is the sole advisor at Charles Capital, an independent registered investment adviser based in Papillion, NE. He holds a Series 65 designation and has four years of experience in the financial industry. Outside of his advisory role, Stiegemeier works full-time as a project lead engineer for Aldridge Electric. Charles Capital serves individual clients, including some high-net-worth households, through discretionary portfolio management on a third-party managed-account platform and non-discretionary portfolio consulting. The firm’s investment approach emphasizes factor-based and quantitative analysis, with momentum as the primary factor, and employs various strategies tailored to client goals.

Client services

Based on Charles Capital

Portfolio management

Expertise

Based on Charles Capital

Factor investing / smart beta

Fee options

Percentage

Up to 2% annually (negotiable, maximum 2%)

Other

Account minimum: $50,000 Fee-only: Annual investment advisory fee up to 2%, negotiable, payable quarterly in arrears, based on total assets under management.

Location

Papillion, NE

Most active in

Missouri · Nebraska

Work history

Aldridge Electric

2023 - Present (3 years)

Charles Capital LLC

2021 - Present (5 years)

PayneCrest Electric

2017 - 2023 (6 years)

Missouri University of Science and Technology

2016 - 2016 (1 year)

PayneCrest Electric

2016 - 2016 (1 year)

Full time student

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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