Chartered Advisory Group
Chartered Advisory Group is an SEC-registered mass-market adviser in Chadds Ford, PA with $127.7M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Chartered Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116517, SEC 801-72496, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $127.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Chadds Ford, PA
- Employees
- 6
- Clients
- 283
- CRD
- 116517
- Ownership
- KANTNER, WILLIAM, HENRY
How much AUM does Chartered Advisory Group have?
Chartered Advisory Group reported $127.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Chartered Advisory Group?
Disclosed owners and executives of Chartered Advisory Group include KANTNER, WILLIAM, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.