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| Charter Oak Capital Management LLC
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|
|---|---|
| CRD # | 120870 |
| SEC # | 801-64808 |
| CIK # | 0001810720 |
| AUM | $1.6 B (2026-04-16) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 800-646-5720 |
| Address | Two International Drive Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.5 | ||
| Analog Devices Inc | 4.9 | ||
| Microsoft Corp | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 933 | 452.4 |
| (b) Individuals (high net worth individuals) | 456 | 1,103.3 |
| (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 | 8 | 13.8 |
| (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 | 0 | 0.0 |
| Total | 1,397 | 1,569.6 |
| By Discretionary | ||
| Discretionary | 1,379 | 1,545.9 |
| Non-Discretionary | 18 | 23.7 |
| Total | 1,397 | 1,569.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,569.6 | |
| Total | 1,397 | 1,569.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001810720] |
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|---|---|---|
|
Kavar Capital Partners Group LLC
✚
|
KS | 1.6 |
|
Credicorp Capital Advisors LLC
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|
FL | 1.6 |
|
Thrive Wealth Management LLC
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PA | 1.6 |
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Petersen Hastings Wealth Advisors Inc
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WA | 1.6 |
|
Calton & Associates Inc
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FL | 1.6 |
|
Brandywine Oak Private Wealth LLC
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PA | 1.6 |
|
Tyche Wealth Partners LLC
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|
TX | 1.6 |
|
PER Stirling Capital Management LLC
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|
TX | 1.6 |
|
MJP Associates Inc
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|
CT | 1.6 |
|
Royal Fund Management LLC
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FL | 1.6 |