CHARTERED ADVISORY GROUP

RIASEC RegisteredEst. 2011

Total AUM

$128M

Discretionary

$49.7M

39% of AUM

Avg account

$168K

Accounts

761

Employees

Advisory reps

Firm details

Headquarters: CHADDS FORD, Pennsylvania
CRD number: 116517
Registered since: June 22, 2011
Website: www.charteredadvisorygroup.com
Custodians: ALLIANZ LIFE FINANCIAL SERVICES, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: Individuals76.64%
HNWI23.36%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Chartered Advisory Group is an independent registered investment adviser organized as a corporation and operating since 2011. The firm serves individuals and families, combining fee-based portfolio management and financial planning with insurance brokerage services. Its advisory work focuses on personalized planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity mixes traditional liquid investments—mutual funds and separately managed accounts—with allocations to third‑party alternative managers. The firm reports a material portion of assets classified as “Other,” reflecting substantial insurance and annuity holdings alongside brokerage assets. Chartered Advisory Group is not positioned as a capital allocator or multi‑state adviser, and it does not list active ESG investing as part of its stated preferences. Compensation is blended: percentage of AUM, fixed fees, and commissions tied to insurance and other products.