Chartered Advisory Group, Inc.
● SEC registered since 2011CRD 116517SEC# 801-72496Chadds Ford, PA
Reg. AUM
$127.7M
Employees
6
Accounts
761
Location
Chadds Ford, PA
Chartered Advisory Group, Inc. assets under management
Chartered Advisory Group, Inc. is an investment advisory firm registered with the SEC based in Chadds Ford, PA. The firm has been registered since 2011. It reports $127.7 million in regulatory assets under management and employs 6 people.
Chartered Advisory Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Henry Kantner Control | President / Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Chartered Advisory Group, Inc. manage?
Chartered Advisory Group, Inc. reports $127.7 million in regulatory assets under management on its Form ADV.
How many employees does Chartered Advisory Group, Inc. have?
Chartered Advisory Group, Inc. reports 6 employees.
Where is Chartered Advisory Group, Inc. located?
Chartered Advisory Group, Inc. is based in Chadds Ford, PA and has been SEC-registered since 2011.
Does Chartered Advisory Group, Inc. disclose fund performance?
Chartered Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 Commons Court, Chadds Ford, PA 19317 |
| Phone | 610-459-8872 |
| Fax | 610-459-8171 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.7M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$127.7Mregulatory AUM
Discretionary $49.7MNon-discretionary $78M