Investment adviser · CRD 146652
CHARIOT ADVISORS
Investment adviser filing (IA)
CHARIOT ADVISORS, LLC
CARY, NC, United States · Form ADV filed Dec 26, 2019
- Regulatory AUM
- $4M Form ADV · Item 5.F
- Client accounts
- 125 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 125 | $4,000,000 | 100.0% |
Filing source
Form ADV 1364414 · Dec 26, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 26, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1135 KILDAIRE FARM RD.CARY, NC, 27511, United States
CRD 146652
Filing source
Form ADV 1364414 · Dec 26, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.