CHARTER OAK CAPITAL MANAGEMENT, LLC
Doing business as CHARTER OAK CAPITAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,569,586,056
Discretionary
$1,545,866,123
Non-discretionary
$23,719,933
Firm details
- CRD number
- 120870
- SEC file number
- 801-64808
- Main office
- PORTSMOUTH, NH, United States
- Employees
- 27
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of May 2026.