|
⚲
|
| Charbeth Advisory LLC
✚
|
|
|---|---|
| CRD # | 342682 |
| SEC # | 801-136750 |
| CIK # | |
| AUM | $370.0 M (2026-06-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 919-768-3474 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 370.0 |
| Total | 1 | 370.0 |
| By Discretionary | ||
| Discretionary | 1 | 370.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 370.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 370.0 | |
| United States Persons | 0.0 | |
| Total | 1 | 370.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Margna Peak Advisors AG
✚
|
0.4 | |
|
Orion Capital Management LLC
✚
|
CA | 0.4 |
|
Helm Investment Management LLC
✚
|
CO | 0.4 |
|
S & P Financial Inc
✚
|
OR | 0.4 |
|
Catalyst Private Wealth LLC
✚
|
CA | 0.4 |
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.4 |
|
Ruggaard & Associates LLC
✚
|
OH | 0.4 |
|
AFT Forsyth & Sober LLC
✚
|
FL | 0.4 |
|
Lee Johnson Capital Management LLC
✚
|
TX | 0.4 |
|
T Anton Investment House Inc
✚
|
WI | 0.4 |