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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Atlas deltaOak capital +more
- Established Date
- 06-18-2003
- Office Locations
- 1
Office Locations
About Charter OAK Capital Management
Charter Oak Capital Management (Portsmouth, NH) is a fiduciary advisory firm serving retirees, pre-retirees, and business owners with personalized financial planning and ongoing portfolio management. The firm’s approach centers on asset allocation and risk management, commonly implemented with mutual funds and ETFs, with regular monitoring and rebalancing. Custody typically runs through major platforms such as Schwab and Fidelity, and the team uses Tamarac and Pontera in its tech stack.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EMMA K Bean
Financial Advisor, General Partner, PARTNER, SENIOR FINANCIAL ADVISOR
- CRD
- #6279282
- Ownership
- Less than 5%
Cindi Carbino
Chief Financial Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Optima foundation
Element crest
- CRD
- #32147
- Ownership
- 47.7%
Showing 2 of 8 owners & executives
Unlock allContacts
EUGENE ROBERT AKERBERG
Financial Advisor, General Partner
- CRD
- #2072909
JAMES ALLEN BOSSIEUX
Financial Advisor, General Partner
- CRD
- #4250872
Summit value
Atlas glacier crest
- CRD
- #12290
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,545,866,123 | $1,121,005 |
| Non-Discretionary | $23,719,933 | $1,317,774 |
| Total | $1,569,586,056 | $1,123,540 |
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Separately Managed Accounts
Total SMA Asset: $1,569,586,056
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $240,314,772 | 7.5% |
| Equity - Exchange | $666,472,967 | 20.8% |
| Cash | $544,713,483 | 17.0% |
| U.S. Government/Agency | $509,467,316 | 15.9% |
| Corporate - Investment Grade | $631,226,800 | 19.7% |
| Municipal Bonds | $612,001,618 | 19.1% |
| Total | $3,204,196,956 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA MERIDIAN TIMBER | CREST EMBER | L2Y9OMDFI | KEN | 7.23% | $38,023,713 |
| HORIZON BRIDGE | EMBER CREST | WQH8ULVTG | FHFC | 10.41% | $92,910,721 |
| MOMENTUM VITAL | WAVE NORTH | 8AA8VS5EM | NWN | 6.77% | $20,527,823 |
| VECTOR RIDGE INSIGHT | EMBER OPTIMA | YD7JEG1RB | XVSW | 1.31% | $16,750,633 |
| LEGACY EMBER | WAVE FUSION | D2R69EMAK | YFLR | 6.66% | $116,102,402 |
| PRIME BEACON | INSIGHT UNISON | QS74CPJ7S | WKNWY | 7.62% | $105,453,949 |
| INSIGHT PATHWAY FRONTIER | PEAK HARBOR | 2PZFZPW09 | QGQM | 9.76% | $74,349,218 |
| VERTEX BEACON | FUSION PEAK | OPMIWVQIA | KFLYX | 2.68% | $68,347,348 |