Chartmark Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ChartMark serves individuals (both non-high-net-worth and high-net-worth), pension and profit-sharing plans, trusts and estates, charitable organizations, and businesses. The firm provides discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting for 401(k) plans through third-party providers.
The firm’s investment approach emphasizes building equity-centered portfolios intended to outperform over a three- to five-year market cycle, using fundamental screening (cash flow and earnings growth, return on equity, return on invested capital, margins and leverage) followed by a proprietary business analysis, with supplemental allocations to fixed income, mutual funds, ETFs or other asset classes as appropriate. Accounts are actively monitored by a weekly investment committee and rebalanced as needed; the brochure also discloses the use of short sales, basic options strategies, and fixed-income laddering for specific risk management or tax-liability objectives.
Noteworthy distinctions include managing approximately $87.6 million in discretionary assets with a small, credentialed team (including CFP and CPFA credentials) while also providing plan-level retirement consulting. The firm discloses that it may employ borrowing in separately managed accounts to implement certain strategies — a practice that is less common among comparable team firms — and typically recommends use of an institutional custodian (Charles Schwab Institutional) for execution and custody.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,000+: 1.00%
Up to $150 per hour for services outside managed assets; Financial planning services billed at $150 per hour
Account minimum: $100,000 Minimum fee: $2,000 minimum fee per client, may be waived at discretion Fee-only: Financial planning billed at $150 per hour
Main office
2200 S Utica Place Suite 525
Tulsa OK 74114
Advisors at this office
4
Most active in
Louisiana · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
Eugene S
CFP®, Series 63, Series 65
Tulsa, OK
Chartmark Investments, Inc.
Eugene Smith Jr. is a CFP® professional with 25 years of industry experience, currently serving at Chartmark Investments, Inc. in Tulsa, OK since 2001. He holds Series 63 and Series 65 licenses and works as part of a four-advisor team. ChartMark Investments serves individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and businesses. The firm focuses on equity-centered portfolios guided by fundamental screening and proprietary analysis, while actively monitoring and rebalancing accounts to meet specific risk management and tax objectives.
Meg G
Series 65
Tulsa, OK
Chartmark Investments, Inc.
Meg Gentry is a Series 65-licensed financial advisor with Chartmark Investments, Inc., where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Denver Area Chapter of the TU Alumni Association. Chartmark Investments, Inc. provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios using fundamental analysis and proprietary business evaluation, with additional strategies including fixed income, mutual funds, ETFs, and hedge funds.
John C
Series 65
Tulsa, OK
Chartmark Investments, Inc.
John Clerico is a Series 65-licensed financial advisor with 24 years of industry experience, currently serving at Chartmark Investments, Inc. since 2001. He holds the role of lead director and audit committee financial expert on the board of Community Health Systems, Inc., where he also serves on the compensation committee. ChartMark provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses, utilizing a fundamental, research-driven investment process and tailored client engagements.
Mark S
Series 63, Series 65
Tulsa, OK
Chartmark Investments, Inc.
Mark Smith is a financial advisor with Chartmark Investments, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Chartmark since 2001. Outside of his advisory role, he serves on the Board of Directors of the American Portuguese Biomedical Research Fund, Inc., and is a member of the Finance Council and Chair of the Investment Committee for the Catholic Diocese of Eastern Oklahoma. Chartmark Investments serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting. The firm focuses on equity-centered portfolios using fundamental screening and proprietary business analysis, actively monitored and rebalanced by an investment committee.
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