DBA: CHARTER OAK CAPITAL MANAGEMENT
| Total AUM | $1.57B |
| Discretionary | $1.55B98% of AUM |
| Non-Discretionary | $23.7M |
| Client Accounts | 1,397 |
| Avg Account Size | $1.1M |
| Employees | 27 |
| Peak AUM | $1.57BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +10.5% | +16.9% | +14.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.57B |
| Discretionary | $1.55B |
| Employees | 27 |
| Client Accounts | 1397 |
| Client Range | More than 500 |
Address
TWO INTERNATIONAL DRIVE
PORTSMOUTH NH 03801
Phone
800-646-5720
Filing History
78 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
98.5% of AUM
Non-Discretionary
$24M
1.5% of AUM
Disc. mix ▲ 2.7pp vs 1 year ago
Custody
No related registrations reported
| +19.1% /yrover 20 yrs · 78 filings |
Total AUM
$1.6B
| $1.5B |
| +13.7% |
| +16.3% |
| +14.8% |
| Non-Disc. AUM | $24M | 60.4% | — | +9.0% |
| Total Accounts | 1k | +2.8% | 31.2% | 14.5% |
| Avg Account Size | $1M | +7.5% | +69.8% | +34.2% |
| Employees | 27 | +17.4% | +8.7% | +8.3% |
| AUM / Employee | $58M | 5.8% | +7.5% | +5.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +11.0% | +16.7% | +14.6% | |
| Institutional AUM | $14M | 21.7% | +48.0% | +23.0% | |
Client Count Segments | |||||
| HNW Clients | 933 | +1.7% | 2.6% | +1.9% | |
| Institutional | 8 | 55.6% | 12.6% | 7.7% | |
| Individuals | 456 | +10.1% | +19.1% | +13.5% | |