SEC Form ADV

CHARTER OAK CAPITAL MANAGEMENT

Registered Investment AdviserNH
$1.6B
Assets Under Management
1,397
Total Clients
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Registration Details

Accession
CRD-120870
Location
PORTSMOUTH, NH
Filing Date
April 16, 2026
AUM
$1.6B
Total Clients
1,397
Amendment
No

About this Adviser

CHARTER OAK CAPITAL MANAGEMENT is a registered investment adviser headquartered in PORTSMOUTH, NH, managing approximately $1.6B in assets across 1,397 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.