CRD: 106452
Charter Research & Investment Group INC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-28-1990
- Office Locations
- 1
Office Locations
About Charter Research & Investment Group INC
Charter Research & Investment Group is an independent, fee-only SEC-registered RIA serving affluent individuals and families with personalized, long-term investment strategy and planning. Portfolios are tailored across capital preservation, income, growth, concentrated stock management, and tax-efficient wealth transfer, with a strong ETF orientation and complementary fixed-income exposure. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 8.1%, from $254.4M to $275.1M.
Across 5 reported observations, AUM increased 9.9% between March 30, 2022 and March 30, 2026, from $250.3M to $275.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 319 clients, or 106.3 clients per representative. That equates to $862.5K in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PATRICK JOHN CLARK
Advisor, Chief Compliance Officer, President, TREASURER
- CRD
- #2682402
- Ownership
- 75% or more
MICHAEL JAMES GRENNAN
Secretary, Vice President
- CRD
- #2326213
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM HINCHLIFFE DUNN
Portfolio Manager
- CRD
- #4670712
PAULA MASTRONI LUCIANI
Advisor
- CRD
- #1705680
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $275,129,072 | $775,011 |
| Non-Discretionary | $0 | -- |
| Total | $275,129,072 | $775,011 |
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Separately Managed Accounts
SMA allocation detail is available
Charter Research & Investment Group INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Charter Research & Investment Group INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.