CHADDS FORD, PACRD 116517Latest ADV March 23, 2026
Chartered Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Chadds Ford, PA. Its latest Form ADV filing, dated March 23, 2026, reports $128M in regulatory assets under management, 6 employees, 1 office, and 761 accounts.
Top client segmentIndividuals represent 92.9% of total clients.
Top client categories% of clientsClients
1
Individuals
92.9%
263
2
HNWI
7.1%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of March 23, 2026
Discretionary39.0%
$50M
39% of total RAUM39.0%
Non-discretionary61.0%
$78M
61% of total RAUM61.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$128M
Total Accounts761
10Y AUM Change$-15M (-10.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee47:1
10Y Employee Change-3 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.