Charter Oak Capital Management
Portsmouth, NH·SEC-registered · CRD #120870
Charter Oak Capital Management is an SEC-registered investment advisory firm in Portsmouth, NH managing $1.6B across 1.4k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
1.4k
Advisory staff
13
Fee model
Fee-based
How Charter Oak Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Charter Oak Capital Management
How much does Charter Oak Capital Management manage?
Per its most recent SEC Form ADV filing (04/16/2026), Charter Oak Capital Management reports $1.6B in regulatory assets under management across roughly 1.4k client accounts.
How does Charter Oak Capital Management charge?
Charter Oak Capital Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Charter Oak Capital Management a fiduciary?
Yes. Charter Oak Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #120870), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Charter Oak Capital Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Charter Oak Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portsmouth, NH
Profile compiled from Charter Oak Capital Management's public SEC Form ADV filing (CRD #120870, filed 04/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Charter Oak Capital Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Charter Oak Capital Management? Claim this profile.