Charles Capital

Overview

Charles Capital is a small, single-owner limited liability advisory firm that provides discretionary portfolio management to individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and centers its investment activity on public pooled vehicles—primarily mutual funds—rather than direct, single-name equity positions. Charles Capital does not present itself as an active ESG investor and operates from one state-only office. Advisory services focus on standard wealth management and portfolio construction for a very small client base rather than institutional or retirement-plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices