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CHARTERED ADVISORY GROUP
Legal name: CHARTERED ADVISORY GROUP, INC.
CRD 116517File 801-72496
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$127.7M
Bottom 25% of cohort (national)
Discretionary AUM
$49.7M
Non-discretionary $78.0M
Clients
283
761 accounts
Employees
6
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 22, 2011
- Principal office
- 130 COMMONS COURT, CHADDS FORD, PA, 19317
- Phone
- 610-459-8872
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.7M
- Discretionary AUM
- $49.7M
- Non-discretionary AUM
- $78.0M
- Discretionary accounts
- 322
- Non-discretionary accounts
- 439
- Total accounts
- 761
- AUM per client
- $451K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $29.8M |
| Individuals (other than high net worth individuals) | 263 | $97.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.