C
$87.6M Total AUM
$87.6M Disc. AUM
-- 3Y CAGR
4 Employees
79 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-12-2001
- Office Locations
- 1
Office Locations
2200 S Utica Place Suite 525 Tulsa OK
About Chartmark Investments, Inc.
ChartMark Investments is a Tulsa, Oklahoma RIA delivering portfolio management, investment consulting, and financial planning for individuals, small businesses, and institutions. The firm’s discretionary SMA portfolios are implemented primarily with ETFs and held at custodians including Charles Schwab and Morgan Stanley.
Team overview
48 AVG AGE
$21.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
24 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN A CLERICO
Chairman, Financial Advisor, General Partner
- CRD
- #4453850
- Ownership
- 50% but less than 75%
Available
Available
Available
MARK STEVEN SMITH
Chief Executive Officer, President
- CRD
- #2512882
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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Meg E Gentry
Investment Advisor
- CRD
- #5012120
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,564,867 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,564,867 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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