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CB

Charles E. Bohlen

SFE INVESTMENT COUNSEL
LOS ANGELES, CA 90017
CRD#: 8211972
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CB
Charles Eustis Bohlen IIISFE INVESTMENT COUNSEL

Professional summary

Charles Eustis Bohlen III is a registered financial advisor currently at SFE INVESTMENT COUNSEL INC. located in Los Angeles, California.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Charles has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Eustis Bohlen III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 3, 2026 - Present

SFE INVESTMENT COUNSEL INC.

Office #1: 801 S. Figueroa Street Suite 610, Los Angeles, CA 90017
RIA
CRD#: 145530
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SFE INVESTMENT COUNSEL INC.
SFE INVESTMENT COUNSEL INC. | SFE INVESTMENT COUNSEL, INC.

CRD#: 145530 / SEC#: 801-68580

RIA
Registered Investment Advisory firm - (10/24/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/2025
Uniform Investment Adviser Law Examination

Current Firm

SI
SFE INVESTMENT COUNSEL INC.
SFE INVESTMENT COUNSEL INC. | SFE INVESTMENT COUNSEL, INC.

CRD#: 145530 / SEC#: 801-68580

RIA
Registered Investment Advisory firm - (10/24/2007 Approved)
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Contact information

Main Address
801 S. Figueroa Street Suite 610, Los Angeles, CA 90017
Mailing Address
Phone number
(213) 612-0220
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (12/3/2025)

Regulatory assets under management

Total Number of Accounts902
AUM (Assets Under Management)$ 748,352,379

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SFE INVESTMENT COUNSEL INC.

CRD#: 145530Los Angeles, CA 90017

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