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Charter Oak Capital Management, LLC

EST. AUM
$1,569,586,056

CONTACTS
5

CLIENT ACCOUNTS
1,397

Firm Details

Metro area Portland, ME
CRD Number 120870
Website charteroakcm.com
Client types

Overview

Charter Oak Capital Management, LLC provides clients with thoughtful, strategic financial guidance through comprehensive planning, disciplined investment management, and ongoing advisory support. As a fiduciary, the firm is committed to acting in the best interests of its clients at all times. Charter Oak works closely with individuals and families who have spent years building their wealth and view it as a meaningful and evolving part of their legacy. The firm focuses on preserving, growing, and carefully overseeing that wealth to support long-term financial stability and continuity. Charter Oak Capital Management was acquired by Mercer Global Advisors—a firm backed by Oak Hill Capital, Genstar Capital, and Altas Partners—enhancing Mercer’s presence in New England and expanding its footprint across New Hampshire, Massachusetts, and Maine.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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