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White Charles, E. (Youngstown)


White Charles, E. is a large advisory firm based in Youngstown. It manages $31.19 million of regulatory assets for 460 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, E 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, E: assets under management

The assets under management (AUM) of White Charles, E. is $31.19 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $14.75 million in discretionary accounts and $16.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $68.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay White Charles, E. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Youngstown

The principal office where White Charles, E. 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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