C
$118.8M Total AUM
$117.9M Disc. AUM
-- 3Y CAGR
1 Employees
124 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus element
- Established Date
- 04-21-2025
- Office Locations
- 1
Office Locations
-- Cary NC
About Charmarline Wealth Management
CharMarLine Wealth Management is a Lynchburg, VA-based RIA serving high net worth investors, including executives with concentrated stock and retirees seeking dependable income. The firm emphasizes disciplined diversification, tax-smart planning, and retirement income design, focusing on controllables like risk, costs, and taxes. Portfolios are implemented primarily with ETFs and public funds, with custody at Charles Schwab.
Team overview
39 AVG AGE
$118.8M AVG AUM / ADVISOR
$958.1K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Matrix glacier Meridian value Vital vertex Horizon bridge
Client Personas
Summit momentum Vital zenith
Custodian
Beacon Harbor timber Optima Glacier catalyst
Investment Themes
Wave foundation Signal glacier
Investment Vehicles
Foundation matrix
Services
Foundation matrix Foundation Vertex Meridian Fusion
Technology
Insight
Owner & Executives
G
GEOFFREY COLLAGAN SIRHAL
Chief Compliance Officer, Owner
- CRD
- #5123832
- Ownership
- 75% or more
(498) 771-5257
vital.catalyst@vitalcapital.com
in linkedin.com/in/frontier-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,930,977 | $369,690 |
| Non-Discretionary | $873,564 | $873,564 |
| Total | $118,804,541 | $371,264 |
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Separately Managed Accounts
Total SMA Asset: $118,804,541
Equity - Exchange:
6.9% Public Funds:
9.4% Other:
36.9% Cash:
11.5% Equity - OTC:
35.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $260,151,617 | 6.9% |
| Public Funds | $354,409,450 | 9.4% |
| Other | $1,391,245,605 | 36.9% |
| Cash | $433,586,029 | 11.5% |
| Equity - OTC | $1,330,920,592 | 35.3% |
| Total | $3,770,313,293 | 100.0% |