Wealth Manager
    SEC Registered
    Manages Private Funds

    Charter Oak Capital Management

    Registered investment advisor · Portsmouth, New Hampshire · CRD #120870

    Assets Under Management
    $1.6B
    Client Accounts
    1,397
    Employees
    27
    CRD Number
    120870
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Charter Oak Capital Management

    Charter Oak Capital Management, LLC is a wealth management firm offering investment advisory, retirement planning, and portfolio construction services to individuals and institutions in the United States. Founded in 2002, it operates with 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Charter Oak Capital Management

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    Frequently Asked Questions

    What is Charter Oak Capital Management's AUM?

    Charter Oak Capital Management reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Charter Oak Capital Management headquartered?

    Charter Oak Capital Management is headquartered in Portsmouth, New Hampshire.

    What is Charter Oak Capital Management's CRD number?

    Charter Oak Capital Management's CRD number is 120870. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Charter Oak Capital Management manage?

    Charter Oak Capital Management manages approximately 1,397 client accounts according to its latest SEC filing.

    Is Charter Oak Capital Management SEC registered?

    Yes, Charter Oak Capital Management is registered with the SEC as an investment adviser with an approved registration status.

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