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Chartered Advisory Group

Chartered Advisory Group. CRD 116517

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CRD: 116517

Chartered Advisory Group

Chadds Ford, PA, 19317
6104598872
www.charteredadvisorygroup.com
$127.7M Total AUM
$49.7M Disc. AUM
-5.7% 3Y CAGR
6 Employees
283 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
02-11-1999
Office Locations
1

Office Locations

130 Commons Court Chadds Ford PA

About Chartered Advisory Group

Chartered Advisory Group is a Pennsylvania-based RIA providing personalized wealth management through a structured discovery, planning, and implementation process. The firm combines financial planning and portfolio management, using public funds and ETFs where appropriate, with a team-based advisor and dedicated administrative support. Custody relationships include Schwab and Fidelity/NFS.

Team overview

-- AVG AGE
$31.9M AVG AUM / ADVISOR
$451.3K AVG AUM / CLIENT
19.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Radial quantum Crest

Investment Themes

Value Pioneer Pathway

Investment Vehicles

Fusion matrix

Services

Focus ridge Vertex Optima catalyst Legacy ridge Bridge Focus quantum Catalyst ridge

Owner & Executives

WILLIAM HENRY KANTNER IV

WILLIAM HENRY KANTNER IV

Chief Compliance Officer, President, Senior Advisor

CRD
#1091702
Ownership
75% or more
(788) 258-5631
insight.pioneer@eaglecapital.com
in linkedin.com/in/atlas-horizon

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Contacts

A

ANGELA M BEAN

Senior Advisor

CRD
#4442993
(276) 410-7661
frontier.oak@peakcapital.com
in linkedin.com/in/ember-capital
R

ROBERT JOSEPH PEDRICK

Advisor

CRD
#4872454
(409) 598-5381
oak.optima@elementcapital.com
in linkedin.com/in/pathway-peak
H

Horizon value

Vertex atlas catalyst

CRD
#11950
(716) 723-8792
prime.summit@bridgecapital.com
in linkedin.com/in/peak-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-03-2022
11-10-2023
03-15-2024
03-06-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $49,747,500 $154,495
Non-Discretionary $77,965,640 $177,598
Total $127,713,140 $167,823

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Separately Managed Accounts

Total SMA Asset: $127,713,140

$127.7M Total SMA
Other:
37.7%
Public Funds:
39.0%
Equity - Exchange:
23.3%
Asset class Assets Assets %
Other $1,814,535,112 37.7%
Public Funds $1,877,105,288 39.0%
Equity - Exchange $1,121,450,082 23.3%
Total $4,813,090,482 100.0%

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