SEC Form ADV

CHARTER OAK CAPITAL MANAGEMENT

Registered Investment AdviserNH
$1.6B
Assets Under Management
16
Total Clients
27
Employees
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Registration Details

Accession
crd-120870
Location
PORTSMOUTH, NH
Filing Date
April 16, 2026
AUM
$1.6B
Total Clients
16
Institutional Clients
8
Employees
27
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

CHARTER OAK CAPITAL MANAGEMENT is a registered investment adviser headquartered in PORTSMOUTH, NH, managing approximately $1.6B in assets across 16 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.