Charter Oak Capital Management

Charter Oak Capital Management (CRD# 120870) is a financial advisory firm headquartered in Kennebunk, ME. They manage $369,772,227 in 2,277 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    370
    MILLION
  • Total Number of Accounts
    2,277
    ACCOUNTS
  • Average Account Value
    $162,394
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, LA, MA, ME, NH, NJ, NY, TX, VA

Financial Advisors at Charter Oak Capital Management
Showing 1 - 10 of 11 top financial advisors.
1
Eugene R. Akerberg
CRD#: 2072909
Two International Drive, Suite 325, Portsmouth, NH 03801
96
Wealthminder
score

Eugene Akerberg (CRD# 2072909) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 26 years of experience in the finance industry. Eugene Akerberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sarah S. Clapp
CRD#: 5884280
121 Main Street, Suite 400, Portland, ME 04101
96
Wealthminder
score

Sarah Clapp (CRD# 5884280) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 5 years of experience in the finance industry. Sarah Clapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Samuel R. Reid
CRD#: 5209980
121 Middle Street, Suite 400, Portland, ME 04101
96
Wealthminder
score

Samuel Reid (CRD# 5209980) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 10 years of experience in the finance industry. Samuel Reid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lena Wyand
CRD#: 5448070
121 Middle Street, Suite 400, Portland, ME 04101
96
Wealthminder
score

Lena Wyand (CRD# 5448070) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 8 years of experience in the finance industry. Lena Wyand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Karen L. Zaramba
CRD#: 1874868
121 Middle Street, Suite 400, Portland, ME 04101
96
Wealthminder
score

Karen Zaramba (CRD# 1874868) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 11 years of experience in the finance industry. Karen Zaramba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Katy M. Carr
CRD#: 4494146
Two International Drive, Suite 325, Portsmouth, NH 03801
93
Wealthminder
score

Katy Carr (CRD# 4494146) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 14 years of experience in the finance industry.

7
Todd M. Cesca
CRD#: 4187446
121 Middle Street, Suite 400, Portland, ME 04101
93
Wealthminder
score

Todd Cesca (CRD# 4187446) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 16 years of experience in the finance industry.

8
Robert G. Vail
CRD#: 4815885
121 Middle Street, Suite 400, Portland, ME 04101
93
Wealthminder
score

Robert Vail (CRD# 4815885) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 12 years of experience in the finance industry.

9
Emma K. Church
CRD#: 6279282
Two International Drive, Suite 325, Portsmouth, NH 03801
89
Wealthminder
score

Emma Church (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 2 years of experience in the finance industry.

10
Jeffrey S. Troiano
CRD#: 2282591
121 Middle Street, Suite 400, Portland, ME 04101
83
Wealthminder
score

Jeffrey Troiano (CRD# 2282591) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 23 years of experience in the finance industry.

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