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CHARTER OAK CAPITAL MANAGEMENT
CHARTER OAK CAPITAL MANAGEMENT, LLC
CRD 120870 · SEC 801-64808
TWO INTERNATIONAL DRIVE, SUITE 325, PORTSMOUTH, NH, 03801, United States
Phone
800-646-5720
Fax
866-289-0903
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.57B
Discretionary AUM
$1.55B
Team
27 total employees; 13 advisory reps; 16 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 933 | $452.4M |
| High net worth individuals | 456 | $1.10B |
| Charitable organizations | 8 | $13.8M |
States served
VT, CA, CO, DC, GA, IL, LA, ME, MD, MA, NE, NJ, NY, NC, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD