CHARTER ADVISORY GROUP

Overview

Charter Advisory Group is a small, independent registered investment adviser organized as a limited liability company that concentrates on high-net-worth individuals and families. The firm operates as a capital allocator: it builds portfolios using public mutual funds as a core sleeve while selectively allocating to third-party alternative managers across private equity, hedge funds and real estate. Advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers and managers when specialized expertise is required. Investment practice appears to favor outsourced expertise and pooled vehicles rather than heavy direct-stock trading. The firm’s stated fee structures include percentage-of-AUM, hourly charges and fixed fees, allowing flexibility for planning engagements, ongoing portfolio management and project work. The snapshot profile flags the adviser as not an active ESG investor and not a multi-state adviser in its filings, while the client base is defined as individual and family.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices