CRD 342682Registration Status: ApprovedEffective since July 15, 2026Latest ADV June 15, 2026
Charbeth Advisory L.L.C. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated June 15, 2026, reports $370M in regulatory assets under management, 1 employee, and 1 account.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentFAMILY OFFICE CLIENT represent 100.0% of total clients.
Top client categories% of clientsClients
1
FAMILY OFFICE CLIENT
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of June 15, 2026
Discretionary100.0%
$370M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$370M
Total Accounts1
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee1:1
10Y Employee Change—
Rialytix.com
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.