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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-27-1999
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $304.5K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Vehicles
- Services
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The full C.t. Kares Advisory Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHARLES THOMAS KARES
Investment Advisor, President
- CRD
- #1857768
- Ownership
- 75% or more
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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
SMA allocation detail is available
C.t. Kares Advisory Group, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.