Charles Eustis Bohlen
Investment adviser representative at Sfe Investment Counsel Inc.
11 yearsExperience
1 stateRegistered in
$748.4MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Sfe Investment Counsel Inc.Jan 2026 to now
- UnemployedMay 2022 to Dec 2025
- New Sun Partners LLCDec 2021 to Apr 2022
- Renewable Resources Group LLCSep 2019 to Apr 2022
- UnemployedJan 2019 to Aug 2019
- Createsafe, Inc.May 2018 to Dec 2018
- Createsafe, Inc.Jan 2018 to Apr 2018
- Metamason, Inc.Aug 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sfe Investment Counsel Inc.
$748.4MAssets managed
894Clients
11Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8211972
- Firm CRD
- 145530