Charles Stiegemeier
Advisor at Charles Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Charles Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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.
Up to 2% annually (negotiable, maximum 2%)
Account minimum: $50,000 Fee-only: Annual investment advisory fee up to 2%, negotiable, payable quarterly in arrears, based on total assets under management.
Papillion, NE
Missouri · Nebraska
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)
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