Chartered Advisory Group provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Chartered Advisory Group reports 283 clients. They include 263 individual clients and 20 high-net-worth individuals. Of its assets, 39.0% ($49.7M across 322 accounts) are managed with discretion; $78M across 439 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 77% |
| High-net-worth individuals | 7% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 263 | $97.9M | 76.6% | $372K |
| High-net-worth individuals | 20 | $29.8M | 23.4% | $1.49M |
| Total | 283 | $128M | 100% | $451K |
- Clients
- 263
- Regulatory AUM
- $97.9M
- AUM share
- 76.6%
- Avg. per client
- $372K
- Clients
- 20
- Regulatory AUM
- $29.8M
- AUM share
- 23.4%
- Avg. per client
- $1.49M
Total
- Clients
- 283
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- $451K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Chartered Advisory Group charges 0.80% a year for its Asset Management. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Advice & Planning Membership
- Advice and planning membership for individuals is $3,000 upfront, then $400 a month for months 5 to 12 and $300 a month from month 13; couples pay $4,000 upfront and the same monthly fees.
William Kantner owns 75% or more of Chartered Advisory Group. The leadership team of Chartered Advisory Group includes President William Kantner. It has 6 employees, 4 of them in advisory roles.
Leadership
William KantnerPresident / Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of Chartered Advisory Group, Inc.
William Kantner
Control person · since January 2001
Chartered Advisory Group’s regulatory assets fell from $148M (March 2021) to $128M (March 2026); clients fell from 336 to 283 and employees from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $128M | 283 | 6 | 2 |
| March 2025 | $121M | 261 | 6 | 2 |
| March 2024 | $119M | 296 | 6 | 2 |
| August 2023 | $137M | 316 | 6 | 2 |
| March 2022 | $156M | 328 | 6 | 2 |
| March 2021 | $148M | 336 | 7 | 2 |
Besides its headquarters, Chartered Advisory Group has 1 office, with 2 listed addresses in Pennsylvania.
Pennsylvania · 2 listed addresses
- 130 Commons Court, Chadds FordHQ
- 2215 Forest Hills Drive, Suite 36, Harrisburg
Contact and registration details
- Legal name
- Chartered Advisory Group, Inc.
- Headquarters
- 130 Commons Court, Chadds Ford, PA 19317
- Website
- charteredadvisorygroup.com
- Phone
- 610-459-8872
- SEC file
- 801-72496
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Chartered Advisory Group uses Allianz Life Insurance Company of North America ($52.3M, 51%) and Charles Schwab ($49.7M, 49%) as custodians for its separately managed accounts. Chartered Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Austin, TX · $49.7M49%
- Allianz Life Insurance Company of North AmericaAllianz Life Insurance Company of North America · Minneapolis, MN · $52.3M51%
At year end, Chartered Advisory Group’s separately managed accounts were largely in funds (38%).
What the accounts hold
- Stocks1%
- Funds38%
- Other61%
- Fixed indexed annuities61%
How many clients does Chartered Advisory Group have?
Chartered Advisory Group has 283 clients and manages $128 million for them, as of March 2026. They include 263 individual clients and 20 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Chartered Advisory Group offer?
Chartered Advisory Group provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Chartered Advisory Group charge?
Chartered Advisory Group charges 0.80% a year for its Asset Management. The fee is negotiable.
Which custodians does Chartered Advisory Group use?
Chartered Advisory Group’s separately managed account assets are held at Allianz Life Insurance Company of North America (Minneapolis, MN), with $52.3M and Charles Schwab & Co., Inc. (Austin, TX), with $49.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Chartered Advisory Group have?
Chartered Advisory Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chartered Advisory Group invest in?
At the end of its last fiscal year, Chartered Advisory Group’s separately managed accounts held 61% other, 38% registered funds (mutual funds, ETFs, BDCs) and 1% exchange-traded equities. The 61% other category is described as: Fixed Indexed Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chartered Advisory Group?
Chartered Advisory Group’s direct owner is William Kantner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Chartered Advisory Group get paid?
Chartered Advisory Group is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Chartered Advisory Group?
Chartered Advisory Group’s main office is at 130 Commons Court, Chadds Ford, PA 19317. Its phone number is 610-459-8872. Its website is charteredadvisorygroup.com.