RIA Intel›Advisers›Georgia›CHARTERED FINANCIAL SERVICES, INC.

CHARTERED FINANCIAL SERVICES, INC.

Advisory

GA

Data as of May 29, 2026 · Source: SEC Form ADV

Average account

$351K

across 48 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$14M

Non-Discretionary AUM$3M

Discretionary %80.6%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndFebruary

Operates InCO, GA, TX

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

29 clients

5 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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