Charter Oak Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated April 16, 2026, reports $1.6B in regulatory assets under management, 27 employees, 2 offices, and 1,397 accounts.
Assets Under Management
$1.6B
Employees
27
Offices
2 offices
Total Clients
1,397
Primary office
PORTSMOUTH, NH
TWO INTERNATIONAL DRIVE, SUITE 325, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
933
2
HNWI
32.6%
456
3
Charitable
0.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 16, 2026
Discretionary98.5%
$1.5B
98% of total RAUM98.5%
Non-discretionary1.5%
$24M
2% of total RAUM1.5%
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.
Total AUM$1.6B
Total Accounts1,397
10Y AUM Change+$1.1B (+239.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee52:1
10Y Employee Change+16 (+145.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.