DBA: CHARTER WEALTH MANAGEMENT
| Total AUM | $195.6M |
| Discretionary | $191.8M98% of AUM |
| Non-Discretionary | $3.8M |
| Client Accounts | 232 |
| Avg Account Size | $843K |
| Employees | 4 |
| Peak AUM | $195.6MMar 2026 |
| AUM CAGR |
Total AUM
$196M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $196M | +11.4% | +14.7% | +9.2% | |
| Discretionary AUM | |||||
| Total AUM | $195.6M |
| Discretionary | $191.8M |
| Employees | 4 |
| Client Accounts | 232 |
| Client Range | 1-10 |
Address
8601 SIX FORKS ROAD
RALEIGH NC 27615
Phone
919-729-2100
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$192M
98.1% of AUM
Non-Discretionary
$4M
1.9% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
No related registrations reported
| $192M |
| +11.3% |
| +280.7% |
| +9.3% |
| Non-Disc. AUM | $4M | +17.4% | 69.0% | +5.5% |
| Total Accounts | 232 | 11.8% | +1.3% | +0.3% |
| Avg Account Size | $843,159.267 | +26.3% | +13.2% | +8.9% |
| Employees | 4 | 0.0% | +10.1% | +5.9% |
| AUM / Employee | $49M | +11.4% | +4.2% | +3.1% |
Client AUM Segments | |||||
| Wealth AUM | $67M | +4.3% | +17.5% | +10.3% | |
| Institutional AUM | $128M | +15.6% | +13.3% | +8.7% | |
Client Count Segments | |||||
| HNW Clients | 65 | 15.6% | +2.1% | 0.6% | |
| Institutional | 12 | 7.7% | 9.1% | +1.8% | |
| Individuals | 31 | +6.9% | +7.4% | +5.3% | |