CHARTERED ADVISORY GROUP, INC.
Legal name: CHARTERED ADVISORY GROUP
CRD #116517 SEC #801-72496 CHADDS FORD, PA 610-459-8872
SEC Registered
Total AUM
$120.8M
Discretionary
$34.6M
Employees
6
Clients
101
Accounts
728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $120.8M | $34.6M | $86.2M | 6 | 0 |
| Mar 2024 | $119.4M | $28.9M | $90.6M | 6 | 0 |
| Nov 2023 | $137.3M | $28M | $109.2M | 6 | 0 |
| Aug 2023 | $137.3M | $28M | $109.2M | 6 | 0 |
| Mar 2023 | $137.3M | $28M | $109.2M | 6 | 0 |
| Nov 2022 | $155.5M | $31.7M | $123.8M | 6 | 0 |
| Nov 2022 | $155.5M | $31.7M | $123.8M | 6 | 0 |
| Mar 2022 | $155.5M | $31.7M | $123.8M | 6 | 0 |
| Mar 2021 | $147.6M | $25M | $122.6M | 7 | 0 |
| Jun 2020 | $147.3M | $21.5M | $125.7M | 7 | 0 |
| Apr 2020 | $147.3M | $21.5M | $125.7M | 7 | 0 |
| Mar 2020 | $147.3M | $21.5M | $125.7M | 7 | 0 |
| Feb 2019 | $144.1M | $16.3M | $127.9M | 8 | 0 |
| Feb 2018 | $147.4M | $17.8M | $129.6M | 5 | 0 |
| Apr 2017 | $142.7M | $20.2M | $122.5M | 9 | 400 |
| Mar 2017 | $142.7M | $20.2M | $122.5M | 9 | 400 |
| Mar 2016 | $140.1M | $28.2M | $112M | 8 | 500 |
| Dec 2015 | $152.2M | $42.6M | $109.6M | 8 | 500 |
| Mar 2015 | $152.2M | $42.6M | $109.6M | 8 | 500 |
| Apr 2014 | $155.7M | $68.9M | $86.9M | 8 | 500 |
| Mar 2014 | $155.7M | $68.9M | $86.9M | 8 | 500 |
| Mar 2013 | $110.2M | $75.5M | $34.7M | 8 | 300 |
| Mar 2012 | $101M | $67.3M | $33.8M | 6 | 199 |
| Jul 2011 | $56M | $56M | $0 | 10 | -- |
| Jun 2011 | $56M | $56M | $0 | 10 | -- |
DateMar 2025
Total AUM$120.8M
Discretionary$34.6M
Non-Disc.$86.2M
Employees6
Clients0
DateMar 2024
Total AUM$119.4M
Discretionary$28.9M
Non-Disc.$90.6M
Employees6
Clients0
DateNov 2023
Total AUM$137.3M
Discretionary$28M
Non-Disc.$109.2M
Employees6
Clients0
DateAug 2023
Total AUM$137.3M
Discretionary$28M
Non-Disc.$109.2M
Employees6
Clients0
DateMar 2023
Total AUM$137.3M
Discretionary$28M
Non-Disc.$109.2M
Employees6
Clients0
DateNov 2022
Total AUM$155.5M
Discretionary$31.7M
Non-Disc.$123.8M
Employees6
Clients0
DateNov 2022
Total AUM$155.5M
Discretionary$31.7M
Non-Disc.$123.8M
Employees6
Clients0
DateMar 2022
Total AUM$155.5M
Discretionary$31.7M
Non-Disc.$123.8M
Employees6
Clients0
DateMar 2021
Total AUM$147.6M
Discretionary$25M
Non-Disc.$122.6M
Employees7
Clients0
DateJun 2020
Total AUM$147.3M
Discretionary$21.5M
Non-Disc.$125.7M
Employees7
Clients0
DateApr 2020
Total AUM$147.3M
Discretionary$21.5M
Non-Disc.$125.7M
Employees7
Clients0
DateMar 2020
Total AUM$147.3M
Discretionary$21.5M
Non-Disc.$125.7M
Employees7
Clients0
DateFeb 2019
Total AUM$144.1M
Discretionary$16.3M
Non-Disc.$127.9M
Employees8
Clients0
DateFeb 2018
Total AUM$147.4M
Discretionary$17.8M
Non-Disc.$129.6M
Employees5
Clients0
DateApr 2017
Total AUM$142.7M
Discretionary$20.2M
Non-Disc.$122.5M
Employees9
Clients400
DateMar 2017
Total AUM$142.7M
Discretionary$20.2M
Non-Disc.$122.5M
Employees9
Clients400
DateMar 2016
Total AUM$140.1M
Discretionary$28.2M
Non-Disc.$112M
Employees8
Clients500
DateDec 2015
Total AUM$152.2M
Discretionary$42.6M
Non-Disc.$109.6M
Employees8
Clients500
DateMar 2015
Total AUM$152.2M
Discretionary$42.6M
Non-Disc.$109.6M
Employees8
Clients500
DateApr 2014
Total AUM$155.7M
Discretionary$68.9M
Non-Disc.$86.9M
Employees8
Clients500
DateMar 2014
Total AUM$155.7M
Discretionary$68.9M
Non-Disc.$86.9M
Employees8
Clients500
DateMar 2013
Total AUM$110.2M
Discretionary$75.5M
Non-Disc.$34.7M
Employees8
Clients300
DateMar 2012
Total AUM$101M
Discretionary$67.3M
Non-Disc.$33.8M
Employees6
Clients199
DateJul 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees10
Clients--