CHARTER OAK CAPITAL MANAGEMENT
Firm details
- Headquarters
- PORTSMOUTH, New Hampshire
- CRD number
- 120870
- Registered since
- November 2, 2005
- Website
- www.charteroakcm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.3%
- Individuals28.82%
- Charitable Organizations0.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Charter Oak Capital Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2005. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of other advisers. Its billing options include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Charter Oak does not list itself as an active ESG investor in the available filings. The firm received recognition from CNBC as one of its Top 100 Financial Advisory Firms in 2025.
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2DEANNA HUTCHINSON
Chief Compliance OfficerCRD 5772857
Cindi Carbino
Chief Operating OfficerCRD 8036321
Contacts
3 of 14SAMUEL REID
Senior Financial AdvisorCRD 5209980
TODD CESCA
Partner, Senior Financial AdvisorCRD 4187446
Renee Hickey
Senior Client Service AssociateCRD 7715708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$1.2B in ETFs
95%
$1.1B
4%
$56.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $317M | 485,265 | 26.53% |
Location
PORTSMOUTH, NH
ROCKINGHAM
Location
PORTSMOUTH, NH
Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 2 International Dr
- Time zone
- ET (UTC-5)
- Office locations
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