RIA Intel›Advisers›Maryland›CHARLES STREET ASSET MANAGEMENT, INC.

CHARLES STREET ASSET MANAGEMENT, INC.

Advisory

MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$240K

across 158 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients74

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

74 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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