$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-27-1999
- Office Locations
- 1
Office Locations
-- Abingdon MD
About C.t. Kares Advisory Group, Inc.
C.T. Kares Advisory Group, Inc. is a retail-focused RIA based in Abingdon, MD, led by president Charles Thomas Kares. The firm provides portfolio construction and insurance-related advisory services and primarily implements client portfolios using publicly offered funds, including mutual funds. Client assets are custodied at Charles Schwab.
Team overview
53 AVG AGE
$7.6M AVG AUM / ADVISOR
$304.5K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHARLES THOMAS KARES
Investment Advisor, President
- CRD
- #1857768
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,611,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,611,885 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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