Elden O Charles

Current Employers

Vestted Wealth Advisors

New Braunfels, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-06

TX RA
APPROVED

Since 2026-05-06

Branch Locations

New Braunfels, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lionchase Holdings	Washington	DC	11/2015	04/2020
Lionchase North America	Washington	DC	04/2020	Present
Vestted, Llc	Rosedale	MD	10/2025	03/2026
Vestted, Llc	New Braunfels	TX	04/2026	Present

11/2015 → 04/2020

Lionchase Holdings

Washington, DC
04/2020 → Present

Lionchase North America

Washington, DC
10/2025 → 03/2026

Vestted, Llc

Rosedale, MD
04/2026 → Present

Vestted, Llc

New Braunfels, TX

Other Businesses

Lionchase North America - Not investment related; 1300 I St., NW, Suite 400 East Tower, Washington, DC 20005; Private Equity; Board Director; 01/2025 (started Board position, but started with firm 04/2020); 160 hrs a month; 7 hrs; manage affairs of the company and its portfolio.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-11
S63	Uniform Securities Agent State Law Examination	2007-07-23

S65 Uniform Investment Adviser Law Examination

2025-09-11
S63 Uniform Securities Agent State Law Examination

2007-07-23

Other Names

Elden Orson Charles

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