Charles Street Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,774,207
Clients
73
Advisors
1
of 1 employees
About
Charles Street Asset Management, Inc. provides ongoing portfolio management and financial planning services to individuals and high-net-worth clients, and also states it works with trusts, estates, charitable organizations, and corporate or business entities. The firm prepares an Investment Policy Statement for each client and notes there is no account minimum.
CSAM typically manages client accounts on a discretionary basis, implementing asset allocation, asset selection, and regular portfolio monitoring informed by charting, fundamental, technical and cyclical analysis. Its permitted investments and strategies include mutual funds, equities, bonds, ETFs, REITs, insurance products (including annuities) and more active techniques such as long- and short-term trading, short sales, margin transactions, and options writing.
Notably, the brochure lists corporate and charitable organization clients and explicitly includes insurance products and annuities in its investable universe, features that are less common among independent advisors. The firm discloses use of a specific custodian (Altruist Financial LLC), limited custody for direct fee withdrawal, no acceptance of third‑party sales compensation, and that account and plan reviews are handled by the firm’s designated reviewer rather than a committee.
Client services
Expertise
Fee options
Fixed fees for financial planning between $1,000 and $10,000
$0 - $1,000,000: 2.00% Above $1,000,000+: Negotiable
Between $200 and $300 per hour for financial planning services
Fee-only: Investment Supervisory Services fees based on AUM; Financial Planning fees are fixed or hourly, no commissions
Main office
Baltimore MD
Advisors at this office
1
Most active in
Florida · Maryland
Also doing business as
Charles Street Asset Management, Inc. · Sfb
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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