RIA Intel›Advisers›Oklahoma›CHARTMARK INVESTMENTS, INC.

CHARTMARK INVESTMENTS, INC.

Advisory

TULSA, OK

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in OK

#100

of 142 advisers by AUM

Average account

$639K

across 137 accounts

AUM per adviser

$22M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$88M

Discretionary AUM$88M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, OK, 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

76 clients

16 high-net-worth

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

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