CHARTER OAK CAPITAL MANAGEMENT, LLC
Legal name: CHARTER OAK CAPITAL MANAGEMENT
CRD #120870 SEC #801-64808 PORTSMOUTH, NH 800-646-5720
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
23
Clients
--
Accounts
1,359
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.4B | $1.4B | $59.9M | 23 | 10 |
| Oct 2025 | $1.4B | $1.4B | $59.9M | 23 | 10 |
| Sep 2025 | $1.4B | $1.4B | $59.9M | 23 | 10 |
| Jul 2025 | $1.4B | $1.4B | $59.9M | 24 | 10 |
| Jun 2025 | $1.4B | $1.4B | $59.9M | 24 | 10 |
| May 2025 | $1.4B | $1.4B | $59.9M | 23 | 10 |
| Mar 2025 | $1.4B | $1.4B | $59.9M | 23 | 10 |
| Feb 2025 | $1.1B | $1.1B | $0 | 23 | 0 |
| Jan 2025 | $1.1B | $1.1B | $0 | 22 | 0 |
| Jan 2025 | $1.1B | $1.1B | $0 | 22 | 0 |
| Aug 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Jul 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Jun 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| May 2024 | $1.1B | $1.1B | $0 | 22 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 21 | 0 |
| Sep 2023 | $983.4M | $983.4M | $0 | 21 | 2 |
| Apr 2023 | $983.4M | $983.4M | $0 | 21 | 2 |
| Feb 2023 | $983.4M | $983.4M | $0 | 21 | 2 |
| Feb 2023 | $983.4M | $983.4M | $0 | 21 | 2 |
| Jan 2023 | $890.3M | $872.3M | $18.1M | 17 | 19 |
| Dec 2022 | $890.3M | $872.3M | $18.1M | 18 | 19 |
| Dec 2022 | $890.3M | $872.3M | $18.1M | 18 | 19 |
| Oct 2022 | $890.3M | $872.3M | $18.1M | 18 | 19 |
| Jul 2022 | $890.3M | $872.3M | $18.1M | 18 | 19 |
| Mar 2022 | $890.3M | $872.3M | $18.1M | 18 | 19 |
| Mar 2021 | $782.2M | $766.9M | $15.3M | 18 | 8 |
| Jan 2021 | $614.1M | $603.6M | $10.5M | 18 | 9 |
| Oct 2020 | $614.1M | $603.6M | $10.5M | 18 | 9 |
| Sep 2020 | $614.1M | $603.6M | $10.5M | 18 | 9 |
| Jun 2020 | $614.1M | $603.6M | $10.5M | 17 | 9 |
| Mar 2020 | $614.1M | $603.6M | $10.5M | 17 | 9 |
| May 2019 | $559.1M | $518.4M | $40.7M | 17 | 9 |
| Mar 2019 | $559.1M | $518.4M | $40.7M | 17 | 9 |
| Nov 2018 | $554.5M | $452.6M | $101.9M | 15 | 5 |
| Nov 2018 | $554.5M | $452.6M | $101.9M | 14 | 5 |
| Mar 2018 | $554.5M | $452.6M | $101.9M | 15 | 5 |
| Dec 2017 | $461.9M | $416.2M | $45.7M | 10 | 0 |
| Oct 2017 | $461.9M | $416.2M | $45.7M | 11 | 0 |
| Mar 2017 | $461.9M | $416.2M | $45.7M | 11 | 1,000 |
| Aug 2016 | $369.8M | $319.9M | $49.8M | 11 | 1,000 |
| Jun 2016 | $369.8M | $319.9M | $49.8M | 11 | 1,000 |
| Mar 2016 | $369.8M | $319.9M | $49.8M | 10 | 1,000 |
| Jan 2016 | $303.5M | $293.8M | $9.7M | 9 | 1,000 |
| Nov 2015 | $303.5M | $293.8M | $9.7M | 9 | 1,000 |
| Sep 2015 | $303.5M | $293.8M | $9.7M | 8 | 1,000 |
| Aug 2015 | $303.5M | $293.8M | $9.7M | 7 | 1,000 |
| Jul 2015 | $303.5M | $293.8M | $9.7M | 7 | 1,000 |
| Mar 2015 | $303.5M | $293.8M | $9.7M | 7 | 1,000 |
| Dec 2014 | $275.4M | $228.7M | $46.7M | 7 | 800 |
| Nov 2014 | $275.4M | $228.7M | $46.7M | 6 | 800 |
| Mar 2014 | $275.4M | $228.7M | $46.7M | 6 | 800 |
| Mar 2014 | $275.4M | $228.7M | $46.7M | 6 | 800 |
| Feb 2014 | $275.4M | $228.7M | $46.7M | 6 | 800 |
| Jan 2013 | $226.5M | $187.4M | $39M | 6 | 800 |
| Oct 2012 | $187.3M | $157.7M | $29.6M | 6 | 600 |
| Feb 2012 | $187.3M | $157.7M | $29.6M | 6 | 600 |
| Mar 2011 | $163.3M | $163.3M | $0 | 10 | -- |
| Jul 2010 | $111.6M | $111.6M | $0 | 10 | -- |
| Mar 2010 | $111.6M | $111.6M | $0 | 10 | -- |
| Dec 2007 | $68.4M | $68.4M | $0 | 10 | -- |
| Mar 2007 | $68.4M | $68.4M | $0 | 10 | -- |
| Mar 2007 | $68.4M | $68.4M | $0 | 10 | -- |
| Feb 2007 | $68.4M | $68.4M | $0 | 10 | -- |
| Mar 2006 | $61.6M | $61.6M | $0 | 10 | -- |
| Oct 2005 | $44M | $44M | $0 | 10 | -- |
DateNov 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.9M
Employees23
Clients10
DateOct 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.9M
Employees23
Clients10
DateSep 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.9M
Employees23
Clients10
DateJul 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.9M
Employees24
Clients10
DateJun 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.9M
Employees24
Clients10
DateMay 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.9M
Employees23
Clients10
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$59.9M
Employees23
Clients10
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees23
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients0
DateSep 2023
Total AUM$983.4M
Discretionary$983.4M
Non-Disc.$0
Employees21
Clients2
DateApr 2023
Total AUM$983.4M
Discretionary$983.4M
Non-Disc.$0
Employees21
Clients2
DateFeb 2023
Total AUM$983.4M
Discretionary$983.4M
Non-Disc.$0
Employees21
Clients2
DateFeb 2023
Total AUM$983.4M
Discretionary$983.4M
Non-Disc.$0
Employees21
Clients2
DateJan 2023
Total AUM$890.3M
Discretionary$872.3M
Non-Disc.$18.1M
Employees17
Clients19
DateDec 2022
Total AUM$890.3M
Discretionary$872.3M
Non-Disc.$18.1M
Employees18
Clients19
DateDec 2022
Total AUM$890.3M
Discretionary$872.3M
Non-Disc.$18.1M
Employees18
Clients19
DateOct 2022
Total AUM$890.3M
Discretionary$872.3M
Non-Disc.$18.1M
Employees18
Clients19
DateJul 2022
Total AUM$890.3M
Discretionary$872.3M
Non-Disc.$18.1M
Employees18
Clients19
DateMar 2022
Total AUM$890.3M
Discretionary$872.3M
Non-Disc.$18.1M
Employees18
Clients19
DateMar 2021
Total AUM$782.2M
Discretionary$766.9M
Non-Disc.$15.3M
Employees18
Clients8
DateJan 2021
Total AUM$614.1M
Discretionary$603.6M
Non-Disc.$10.5M
Employees18
Clients9
DateOct 2020
Total AUM$614.1M
Discretionary$603.6M
Non-Disc.$10.5M
Employees18
Clients9
DateSep 2020
Total AUM$614.1M
Discretionary$603.6M
Non-Disc.$10.5M
Employees18
Clients9
DateJun 2020
Total AUM$614.1M
Discretionary$603.6M
Non-Disc.$10.5M
Employees17
Clients9
DateMar 2020
Total AUM$614.1M
Discretionary$603.6M
Non-Disc.$10.5M
Employees17
Clients9
DateMay 2019
Total AUM$559.1M
Discretionary$518.4M
Non-Disc.$40.7M
Employees17
Clients9
DateMar 2019
Total AUM$559.1M
Discretionary$518.4M
Non-Disc.$40.7M
Employees17
Clients9
DateNov 2018
Total AUM$554.5M
Discretionary$452.6M
Non-Disc.$101.9M
Employees15
Clients5
DateNov 2018
Total AUM$554.5M
Discretionary$452.6M
Non-Disc.$101.9M
Employees14
Clients5
DateMar 2018
Total AUM$554.5M
Discretionary$452.6M
Non-Disc.$101.9M
Employees15
Clients5
DateDec 2017
Total AUM$461.9M
Discretionary$416.2M
Non-Disc.$45.7M
Employees10
Clients0
DateOct 2017
Total AUM$461.9M
Discretionary$416.2M
Non-Disc.$45.7M
Employees11
Clients0
DateMar 2017
Total AUM$461.9M
Discretionary$416.2M
Non-Disc.$45.7M
Employees11
Clients1,000
DateAug 2016
Total AUM$369.8M
Discretionary$319.9M
Non-Disc.$49.8M
Employees11
Clients1,000
DateJun 2016
Total AUM$369.8M
Discretionary$319.9M
Non-Disc.$49.8M
Employees11
Clients1,000
DateMar 2016
Total AUM$369.8M
Discretionary$319.9M
Non-Disc.$49.8M
Employees10
Clients1,000
DateJan 2016
Total AUM$303.5M
Discretionary$293.8M
Non-Disc.$9.7M
Employees9
Clients1,000
DateNov 2015
Total AUM$303.5M
Discretionary$293.8M
Non-Disc.$9.7M
Employees9
Clients1,000
DateSep 2015
Total AUM$303.5M
Discretionary$293.8M
Non-Disc.$9.7M
Employees8
Clients1,000
DateAug 2015
Total AUM$303.5M
Discretionary$293.8M
Non-Disc.$9.7M
Employees7
Clients1,000
DateJul 2015
Total AUM$303.5M
Discretionary$293.8M
Non-Disc.$9.7M
Employees7
Clients1,000
DateMar 2015
Total AUM$303.5M
Discretionary$293.8M
Non-Disc.$9.7M
Employees7
Clients1,000
DateDec 2014
Total AUM$275.4M
Discretionary$228.7M
Non-Disc.$46.7M
Employees7
Clients800
DateNov 2014
Total AUM$275.4M
Discretionary$228.7M
Non-Disc.$46.7M
Employees6
Clients800
DateMar 2014
Total AUM$275.4M
Discretionary$228.7M
Non-Disc.$46.7M
Employees6
Clients800
DateMar 2014
Total AUM$275.4M
Discretionary$228.7M
Non-Disc.$46.7M
Employees6
Clients800
DateFeb 2014
Total AUM$275.4M
Discretionary$228.7M
Non-Disc.$46.7M
Employees6
Clients800
DateJan 2013
Total AUM$226.5M
Discretionary$187.4M
Non-Disc.$39M
Employees6
Clients800
DateOct 2012
Total AUM$187.3M
Discretionary$157.7M
Non-Disc.$29.6M
Employees6
Clients600
DateFeb 2012
Total AUM$187.3M
Discretionary$157.7M
Non-Disc.$29.6M
Employees6
Clients600
DateMar 2011
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees10
Clients--