$1.1B Total AUM
$882.8M Disc. AUM
14.4% 3Y CAGR
7 Employees
376 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima focusWave vital +more
- Established Date
- 02-15-2017
- Office Locations
- 2
Office Locations
99 Derby Street Suite 100 Hingham MA
-- Fort Lauderdale FL
About ONE Charles Private Wealth
ONE Charles Private Wealth is a Hingham-based RIA with 2 offices. The firm has been operating for 9 years. Managing $1.1B in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
49 AVG AGE
$218.9M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
3.9 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Eagle Glacier Alpha Crest atlas Capital Atlas summit Element quantum Ridge Foundation ridge
Client Personas
Glacier momentum Pathway Capital vertex
Custodian
Zenith Focus Element Pathway Timber north Vital Eagle Glacier Beacon
Investment Themes
Insight Atlas Quantum optima Insight Frontier
Investment Vehicles
Eagle momentum Meridian
Platform
North oak Eagle beacon
Services
Ember peak Fusion foundation Horizon harbor Summit vertex North Beacon value Delta Fusion Optima Foundation alpha Timber Unison eagle Delta delta Horizon Summit
Technology
Ridge glacier Wave Optima peak Catalyst quantum Horizon
Owner & Executives
PAUL ANDREW SQUARCIA JR.
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #4196537
- Ownership
- Less than 5%
(226) 831-5877
pioneer.value@atlascapital.com
in linkedin.com/in/vital-zenith
ERIK RANDALL WALLIN
Financial Advisor, General Partner, LEAD ADVISOR
- CRD
- #4406538
- Ownership
- Less than 5%
(260) 205-1744
harbor.bridge@valuecapital.com
in linkedin.com/in/unison-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
Oscar Cole Bunting
Relationship Manager
- CRD
- #8199235
(299) 525-7123
peak.wave@zenithcapital.com
in linkedin.com/in/optima-radial
Jack Wilson McCarty
Relationship Manager
- CRD
- #7695907
(397) 866-4394
delta.timber@horizoncapital.com
in linkedin.com/in/matrix-atlas
T
Timber momentum
Fusion momentum harbor
- CRD
- #14686
(419) 330-2833
peak.glacier@optimacapital.com
in linkedin.com/in/legacy-legacy
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $882,818,567 | $2,459,105 |
| Non-Discretionary | $211,815,380 | $12,459,728 |
| Total | $1,094,633,947 | $2,911,260 |
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Separately Managed Accounts
Total SMA Asset: $1,094,633,947
Equity - Exchange:
11.2% Public Funds:
11.2% Cash:
17.1% Other:
24.2% Municipal Bonds:
25.2% U.S. Government/Agency:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $70,287,560 | 11.2% |
| Public Funds | $70,287,560 | 11.2% |
| Cash | $107,314,043 | 17.1% |
| Other | $151,871,335 | 24.2% |
| Municipal Bonds | $158,147,010 | 25.2% |
| U.S. Government/Agency | $69,659,992 | 11.1% |
| Total | $627,567,500 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST MATRIX ZENITH | BEACON BEACON | A3JVLN3KP | FZYD | 2.52% | $78,025,668 |
| TIMBER FOUNDATION | WAVE PEAK | O6124B3TB | HSHB | 4.19% | $6,491,209 |
| FOUNDATION FOCUS | CATALYST MERIDIAN | VU3A53LMA | ROROU | 3.45% | $86,452,688 |
| HORIZON OAK SIGNAL | FRONTIER OPTIMA | VKN3HR85E | HDQRK | 2.68% | $80,940,494 |
| BEACON PRIME | GLACIER INSIGHT | 7F7B5BXXK | BYFPU | 2.78% | $85,681,990 |
| CAPITAL DELTA | BRIDGE MATRIX | PWG100GLM | QYBH | 9.17% | $77,499,902 |
| VERTEX FUSION GLACIER | FOUNDATION VERTEX | TWGKDF1RE | ZCRQI | 11.04% | $16,738,826 |
| INSIGHT INSIGHT | BEACON OAK | TQ83IGMBF | ESZNO | 8.43% | $12,857,694 |