Active
CHARTER OAK CAPITAL MANAGEMENT
Investment Advice|PORTSMOUTH, NH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.4B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.4B |
| Non-Discretionary | 59.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 120870 |
| SEC Number | 801-64808 |
| Street Address | TWO INTERNATIONAL DRIVE |
| Street Address 2 | SUITE 325 |
| Location | PORTSMOUTH, NH 03801 |
| Country | United States |
| Phone | 800-646-5720 |
| Fax | 866-289-0903 |
| Total Employees | 24 |
Client Count by Type (1,349 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 917 |
| High Net Worth Individual… | 414 |
| Charitable Organizations | 18 |
Community Partners
CITY OF PORTSMOUTH
COUNTY OF ROCKINGHAM
DANVILLE SELECTMAN'S OFFICE
THE TOWN OF NORTHWOOD
TOWN OF ATKINSON
TOWN OF AUBURN
TOWN OF BRENTWOOD
TOWN OF CANDIA
TOWN OF CHESTER
TOWN OF DANVILLE
TOWN OF DEERFIELD
TOWN OF DERRY
TOWN OF EAST KINGSTON
TOWN OF EPPING
TOWN OF EXETER
TOWN OF FREMONT
TOWN OF GREENLAND
TOWN OF HAMPSTEAD
TOWN OF HAMPTON
TOWN OF HAMPTON FALLS
CITY OF PORTSMOUTH
COUNTY OF ROCKINGHAM
DANVILLE SELECTMAN'S OFFICE
THE TOWN OF NORTHWOOD
TOWN OF ATKINSON
TOWN OF AUBURN
TOWN OF BRENTWOOD
TOWN OF CANDIA
TOWN OF CHESTER
TOWN OF DANVILLE
TOWN OF DEERFIELD
TOWN OF DERRY
TOWN OF EAST KINGSTON
TOWN OF EPPING
TOWN OF EXETER
TOWN OF FREMONT
TOWN OF GREENLAND
TOWN OF HAMPSTEAD
TOWN OF HAMPTON
TOWN OF HAMPTON FALLS
CITY OF PORTSMOUTH
COUNTY OF ROCKINGHAM
DANVILLE SELECTMAN'S OFFICE
THE TOWN OF NORTHWOOD
TOWN OF ATKINSON
TOWN OF AUBURN
TOWN OF BRENTWOOD
TOWN OF CANDIA
TOWN OF CHESTER
TOWN OF DANVILLE
TOWN OF DEERFIELD
TOWN OF DERRY
TOWN OF EAST KINGSTON
TOWN OF EPPING
TOWN OF EXETER
TOWN OF FREMONT
TOWN OF GREENLAND
TOWN OF HAMPSTEAD
TOWN OF HAMPTON
TOWN OF HAMPTON FALLS
Municipal Government
40 Active
40
Organizations
BREEZY GALE VILLAGE DISTRICT
COBBETTS POND VILLAGE DISTRICT
DERRY HOUSING AND REDEVELOPMENT AUTHORITY
EXETER HOUSING AUTHORITY
GREATER DERRY-SALEM COOPERATIVE ALLIANCE FOR REGIONAL TRANSPORTA
HAMPTON BEACH VILLAGE PRECINCT
JENNESS BEACH VILLAGE DISTRICT
LITTLE BOARS HEAD DISTRICT
LONDONDERRY HOUSING AND REDEVELOPMENT AUTHORITY
MOECKEL POND VILLAGE DISTRICT
NEWMARKET HOUSING AUTHORITY
NORTHWOOD RIDGE WATER DISTRICT
NOTTINGHAM FIRE AND RESCUE
PEASE DEVELOPMENT AUTHORITY
PORTSMOUTH HOUSING AUTHORITY
ROCKINGHAM COUNTY CONSERVATION DISTRICT
RYE BEACH PRECINCT
RYE WATER DISTRICT
SALEM HOUSING AUTHORITY
SEABROOK BEACH VILLAGE DISTRICT
BREEZY GALE VILLAGE DISTRICT
COBBETTS POND VILLAGE DISTRICT
DERRY HOUSING AND REDEVELOPMENT AUTHORITY
EXETER HOUSING AUTHORITY
GREATER DERRY-SALEM COOPERATIVE ALLIANCE FOR REGIONAL TRANSPORTA
HAMPTON BEACH VILLAGE PRECINCT
JENNESS BEACH VILLAGE DISTRICT
LITTLE BOARS HEAD DISTRICT
LONDONDERRY HOUSING AND REDEVELOPMENT AUTHORITY
MOECKEL POND VILLAGE DISTRICT
NEWMARKET HOUSING AUTHORITY
NORTHWOOD RIDGE WATER DISTRICT
NOTTINGHAM FIRE AND RESCUE
PEASE DEVELOPMENT AUTHORITY
PORTSMOUTH HOUSING AUTHORITY
ROCKINGHAM COUNTY CONSERVATION DISTRICT
RYE BEACH PRECINCT
RYE WATER DISTRICT
SALEM HOUSING AUTHORITY
SEABROOK BEACH VILLAGE DISTRICT
BREEZY GALE VILLAGE DISTRICT
COBBETTS POND VILLAGE DISTRICT
DERRY HOUSING AND REDEVELOPMENT AUTHORITY
EXETER HOUSING AUTHORITY
GREATER DERRY-SALEM COOPERATIVE ALLIANCE FOR REGIONAL TRANSPORTA
HAMPTON BEACH VILLAGE PRECINCT
JENNESS BEACH VILLAGE DISTRICT
LITTLE BOARS HEAD DISTRICT
LONDONDERRY HOUSING AND REDEVELOPMENT AUTHORITY
MOECKEL POND VILLAGE DISTRICT
NEWMARKET HOUSING AUTHORITY
NORTHWOOD RIDGE WATER DISTRICT
NOTTINGHAM FIRE AND RESCUE
PEASE DEVELOPMENT AUTHORITY
PORTSMOUTH HOUSING AUTHORITY
ROCKINGHAM COUNTY CONSERVATION DISTRICT
RYE BEACH PRECINCT
RYE WATER DISTRICT
SALEM HOUSING AUTHORITY
SEABROOK BEACH VILLAGE DISTRICT
Special District
23 Active
23
Organizations
AUBURN TOWN SCH DIST
BRENTWOOD TOWN SCH DIST
CANDIA TOWN SCH DIST
CHESTER TOWN SCH DIST
DEERFIELD TOWN SCH DIST
DERRY COOP SCH DIST
EAST KINGSTON TOWN SCH
EPPING SCHOOL DISTRICT
EXETER REGION COOPERATIVE SCHOOL DISTRICT
EXETER SCHOOL DISTRICT
FREMONT TOWN SCH DIST
GREENLAND SCHOOL DISTRICT
GREENLAND TOWN SCH DIST
HAMPSTEAD SCHOOL DIST
HAMPTON FALLS SCHOOL DISTRICT
HAMPTON FALLS TOWN SCH
HAMPTON SCHOOL DISTRICT
HAMPTON TOWN SCH DIST
KENSINGTON TOWN SCH DIST
LONDONDERRY SCHOOL DISTRICT
AUBURN TOWN SCH DIST
BRENTWOOD TOWN SCH DIST
CANDIA TOWN SCH DIST
CHESTER TOWN SCH DIST
DEERFIELD TOWN SCH DIST
DERRY COOP SCH DIST
EAST KINGSTON TOWN SCH
EPPING SCHOOL DISTRICT
EXETER REGION COOPERATIVE SCHOOL DISTRICT
EXETER SCHOOL DISTRICT
FREMONT TOWN SCH DIST
GREENLAND SCHOOL DISTRICT
GREENLAND TOWN SCH DIST
HAMPSTEAD SCHOOL DIST
HAMPTON FALLS SCHOOL DISTRICT
HAMPTON FALLS TOWN SCH
HAMPTON SCHOOL DISTRICT
HAMPTON TOWN SCH DIST
KENSINGTON TOWN SCH DIST
LONDONDERRY SCHOOL DISTRICT
AUBURN TOWN SCH DIST
BRENTWOOD TOWN SCH DIST
CANDIA TOWN SCH DIST
CHESTER TOWN SCH DIST
DEERFIELD TOWN SCH DIST
DERRY COOP SCH DIST
EAST KINGSTON TOWN SCH
EPPING SCHOOL DISTRICT
EXETER REGION COOPERATIVE SCHOOL DISTRICT
EXETER SCHOOL DISTRICT
FREMONT TOWN SCH DIST
GREENLAND SCHOOL DISTRICT
GREENLAND TOWN SCH DIST
HAMPSTEAD SCHOOL DIST
HAMPTON FALLS SCHOOL DISTRICT
HAMPTON FALLS TOWN SCH
HAMPTON SCHOOL DISTRICT
HAMPTON TOWN SCH DIST
KENSINGTON TOWN SCH DIST
LONDONDERRY SCHOOL DISTRICT
School District
45 Active
45
Organizations
1928 PRAYER BOOK ALLIANCE INC
260TH BOOSTER CLUB
26YD HISTORICAL REENACTMENT GROUP
315TH FIGHTER SQUADRON
319 VAUGHAN STREET CENTER LLC
3S CONTEMPORARY ARTSPACE INC
3S CONTEMPORARY ARTS SPACE, INC.
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1928 PRAYER BOOK ALLIANCE INC
260TH BOOSTER CLUB
26YD HISTORICAL REENACTMENT GROUP
315TH FIGHTER SQUADRON
319 VAUGHAN STREET CENTER LLC
3S CONTEMPORARY ARTSPACE INC
3S CONTEMPORARY ARTS SPACE, INC.
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1928 PRAYER BOOK ALLIANCE INC
260TH BOOSTER CLUB
26YD HISTORICAL REENACTMENT GROUP
315TH FIGHTER SQUADRON
319 VAUGHAN STREET CENTER LLC
3S CONTEMPORARY ARTSPACE INC
3S CONTEMPORARY ARTS SPACE, INC.
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
1921 Active
1921
Organizations
Community Partners158 organizations
DANVILLE SELECTMAN'S OFFICE
Municipal Government·DANVILLE
THE TOWN OF NORTHWOOD
Municipal Government·NORTHWOOD
TOWN OF AUBURN
Municipal Government·AUBURN
TOWN OF CANDIA
Municipal Government·CANDIA
TOWN OF DEERFIELD
Municipal Government·DEERFIELD
TOWN OF LONDONDERRY
Municipal Government·LONDONDERRY
TOWN OF NEWMARKET
Municipal Government·NEWMARKET
TOWN OF NORTH HAMPTON
Municipal Government·NORTH HAMPTON
TOWN OF SOUTH HAMPTON
Municipal Government·SOUTH HAMPTON
TOWN OF STRAFFORD
Municipal Government·STRAFFORD
BREEZY GALE VILLAGE DISTRICT
Special District·WINDHAM
COBBETTS POND VILLAGE DISTRICT
Special District·WINDHAM
DERRY HOUSING AND REDEVELOPMENT AUTHORITY
Special District·DERRY
EXETER HOUSING AUTHORITY
Special District·EXETER
HAMPTON BEACH VILLAGE PRECINCT
Special District·HAMPTON
JENNESS BEACH VILLAGE DISTRICT
Special District·RYE
LONDONDERRY HOUSING AND REDEVELOPMENT AUTHORITY
Special District·LONDONDERRY
NEWMARKET HOUSING AUTHORITY
Special District·NEWMARKET
NORTHWOOD RIDGE WATER DISTRICT
Special District·NORTHWOOD
NOTTINGHAM FIRE AND RESCUE
Special District·NOTTINGHAM
PEASE DEVELOPMENT AUTHORITY
Special District·PORTSMOUTH
PORTSMOUTH HOUSING AUTHORITY
Special District·PORTSMOUTH
RYE BEACH PRECINCT
Special District·RYE BEACH
RYE WATER DISTRICT
Special District·RYE
SEABROOK BEACH VILLAGE DISTRICT
Special District·SEABROOK
SEABROOK HOUSING AUTHORITY
Special District·SEABROOK
SOUTHEAST REGIONAL REFUSE DISPOSAL DISTRICT
Special District·RYE
TOWN OF CANDIA FIRE STATION
Special District·CANDIA
BRENTWOOD TOWN SCH DIST
School District·EXETER
DEERFIELD TOWN SCH DIST
School District·PEMBROKE
EAST KINGSTON TOWN SCH
School District·EXETER
EPPING SCHOOL DISTRICT
School District·EPPING
EXETER SCHOOL DISTRICT
School District·EXETER
GREENLAND SCHOOL DISTRICT
School District·GREENLAND
GREENLAND TOWN SCH DIST
School District·GREENLAND
HAMPTON FALLS SCHOOL DISTRICT
School District·HAMPTON FALLS
HAMPTON SCHOOL DISTRICT
School District·HAMPTON
KENSINGTON TOWN SCH DIST
School District·EXETER
NEW CASTLE TOWN SCH DIST
School District·GREENLAND
NEWINGTON PUBLIC SCHOOL DISTRICT
School District·GREENLAND
NEWMARKET SCHOOL DISTRICT
School District·NEWMARKET
NORTH HAMPTON SCHOOL DISTRICT
School District·NORTH HAMPTON
SCHOOL ADMINISTRATIVE UNIT 50
School District·GREENLAND
SCHOOL ADMIN UNIT
School District·HAMPTON
SOUTH HAMPTON SCHOOL DISTRICT
School District·SOUTH HAMPTON
VIRTUAL LEARNING ACADEMY CHARTER SCHOOL
School District·EXETER
WINDHAM TOWN SCH DIST
School District·WINDHAM
1928 PRAYER BOOK ALLIANCE INC
Nonprofit Organization·PORTSMOUTH
260TH BOOSTER CLUB
Nonprofit Organization·Portsmouth
26YD HISTORICAL REENACTMENT GROUP
Nonprofit Organization·STRAFFORD
315TH FIGHTER SQUADRON
Nonprofit Organization·STRAFFORD
319 VAUGHAN STREET CENTER LLC
Nonprofit Organization·GREENLAND
3S CONTEMPORARY ARTSPACE INC
Nonprofit Organization·PORTSMOUTH
3S CONTEMPORARY ARTS SPACE, INC.
Nonprofit Organization·PORTSMOUTH
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brentwood
4 LIL PAWS FERRET SHELTER INC
Nonprofit Organization·Brentwood
58 FUND
Nonprofit Organization·Salem
5 ROCK LEARNING INC
Nonprofit Organization·Londonderry
7 GENERATION FOR NATIVE AMERICANS OF MAINE AND NEW HAMPSHIRE
Nonprofit Organization·Newmarket
ABENAQUI COUNTRY CLUB INC
Nonprofit Organization·RYE BEACH
A BETTER WAY OF LIFE FOUNDATION
Nonprofit Organization·RAYMOND
ABUNDANT GRACE CHURCH
Nonprofit Organization·Derry
ACCESS NAVIGATORS
Nonprofit Organization·Portsmouth
ACORN ALCINDA FOUNDATION INC
Nonprofit Organization·EXETER
ACORN FOUNDATION
Nonprofit Organization·PORTSMOUTH
ACORN SCHOOL INC
Nonprofit Organization·STRATHAM
ACTION FOR AIDAN
Nonprofit Organization·STRATHAM
ADAM MCPHEE MEMORIAL FOUNDATION
Nonprofit Organization·EPPING
ADV TEAM BOOSTER CLUB
Nonprofit Organization·Plaistow
AGLOW INTERNATIONAL
Nonprofit Organization·Portsmouth
AGLOW INTERNATIONAL
Nonprofit Organization·Salem
ALBACORE PARK
Nonprofit Organization·PORTSMOUTH
ALEXANDER AND LINDA MILLEY FOUNDATION
Nonprofit Organization·RYE
ALEXANDER EASTMAN FOUNDATION
Nonprofit Organization·DERRY
ALEXCEL
Nonprofit Organization·Rye
ALICES ENTOURAGE
Nonprofit Organization·Brentwood
AllattWalsh Foundation
Nonprofit Organization·PORTSMOUTH
ALNOBA LEWIS FAMILY FOUNDATION
Nonprofit Organization·KENSINGTON
A Londonderry Emergency Response Team
Nonprofit Organization·Londonderry
ALPHA DELTA ALUMNI CORPORATION
Nonprofit Organization·EXETER