Charbeth Advisory L.L.C.: new SEC registration, $370M AUM,
Charbeth Advisory L.L.C.: new SEC registration, $370M AUM, . Its amount of 370 is above the median of 134 (83rd percentile). Dated 112 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 370 · 83th percentile of 1,149 NewRiaPulse records · 2.8x the median
Free preview: all 9 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Charbeth Advisory L.L.C. |
| Legal name | Charbeth Advisory L.L.C. |
| CRD | 342682 |
| Status | Approved |
| Registered with the SEC | 2026-07-15 |
| Latest Form ADV filing | 2026-06-15 |
| Regulatory AUM | $370,000,000 |
| Accounts | 1 |
| Employees | 1 |
| amount percentile | 83th of 1,149 (median 134, 2.8x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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40 / 100 Score
- $370M under management.
What is the NewRiaPulse record for Charbeth Advisory L.L.C.?
Charbeth Advisory L.L.C. received SEC registration as an investment adviser (2026-07-15) with $370,000,000 in regulatory assets under management, based in .
How does Charbeth Advisory L.L.C. compare to other NewRiaPulse records?
Its amount of 370 sits in the upper half (83th percentile) of 1,149 records; the median is 134. It is 112 days old; check the official source for later updates before acting.
Charbeth Advisory L.L.C. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Charbeth Advisory L.L.C. | 370 | 83rd | 2026-07-15 | |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.