Charbeth Advisory L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 342682
- Registered since
- July 15, 2026
- Custodians
- UBS FINANCIAL SERVICES INC., PERSHING LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Other100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Charbeth Advisory L.L.C. is a limited liability company registered with the SEC in 2026 that provides portfolio management services targeted at individuals and small businesses. Ownership is held by an individual and the firm charges a combination of fixed fees and performance-based fees. Charbeth is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or capital allocator; its regulatory classification is listed as unclassified.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Cash & Cash Equivalents29%
- Non-Investment Grade Corp Bonds15%
- Investment Grade Corp Bonds13%
- Sovereign Bonds3%
Contacts
2 of 2
Xavier Vegas
Managing DirectorCRD 4725237
Elisa Thielen Vallenilla
MemberCRD 8285425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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