C.T. Kares Advisory Group, Inc.

Overview

C.T. Kares Advisory Group, Inc. is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and deploys client capital primarily through pooled public funds rather than direct stock picking. It does not position itself as an ESG investor, is not a multi-state adviser and does not function as a capital allocator. The business model and client base indicate a boutique practice that manages modest household wealth levels on a personalized basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices