ONE CHARLES PRIVATE WEALTH

RIASEC RegisteredEst. 2017
Total AUM
$1.1B
Discretionary
$883M
81% of AUM
Avg account
$2.9M
Accounts
376
Employees
7
Advisory reps
5

Firm details

Headquarters
HINGHAM, Massachusetts
CRD number
286635
Registered since
February 15, 2017
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI74.31%
  • Other18.91%
  • Individuals4.27%
  • Pension & Profit Sharing Plans1.09%
  • Corporations / Businesses0.98%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

One Charles Private Wealth is an independent registered investment adviser and limited liability company that has been SEC-registered since 2017. The firm acts as a capital allocator and serves individual and family clients as well as institutional accounts. It provides a mix of advisory services — financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers, and educational seminars — while also operating as a registered representative of a broker‑dealer and as an insurance broker. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 12%, Other 12%, State & Local Bonds 5%, US Government Bonds 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents12%
  • Other12%
  • State & Local Bonds5%

Contacts

3 of 5
  • Oscar Bunting

    Relationship ManagerCRD 8199235

  • Jack McCarty

    Relationship ManagerCRD 7695907

  • ERIK WALLIN

    Managing PartnerCRD 4406538

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 105

Active vs passive

$271M in ETFs

Passive

71%

$191M

Active

25%

$79.3M

ETFProviderStyleCategoryValueShares% of portfolio
HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL)Horizon KineticsActiveGlobal Small/Mid Stock$25.8M495,7189.53%

Location

Primary office

HINGHAM, MA

PLYMOUTH

Location

HINGHAM, MA

Headquartered in HINGHAM, MA, 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
PLYMOUTH
Address
99 Derby St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth