RIA Intel›Advisers›New Hampshire›CHARTER OAK CAPITAL MANAGEMENT, LLC

CHARTER OAK CAPITAL MANAGEMENT, LLC

Advisory

N·PORTSMOUTH, NH

Data as of Jul 7, 2026 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+12.8%

3-Year CAGR

+10.7%

Employees

13

Assets Under Management

Total AUM$1.6B

Discretionary AUM$1.5B

Non-Discretionary AUM$24M

Discretionary %98.5%

Total Clients1,349

Team

Total Employees13

Investment Advisers27

Employee Growth (1Y)+8.3%

Filing History

Total Filings on Record61

First FilingOct 7, 2005

Latest FilingJul 7, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHARTER OAK CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.