Chartmark Investments, Inc.
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ADV data as of Feb 18, 2026
- Regulatory AUM
- $87.6M
- Discretionary
- $87.6M
- Clients
- 76
- Avg AUM / client
- $1.2M
- Accounts
- 137
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 60 | $20.0M | 22.9% |
| High net worth individuals | 16 | $56.4M | 64.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.7M | 3.1% |
| Charitable organizations | Fewer than 5 clients | $8.1M | 9.22% |
| Corporations and other businesses | Fewer than 5 clients | $311K | 0.36% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John A Clerico | Registered representative | Jun 2001 (25y) | ||
| Eugene Joseph Smith | Registered representative | CFP | Aug 2001 (25y) | |
| Mark Steven Smith | Registered representative | Aug 2001 (25y) | ||
| Meg E Gentry | Registered representative | Aug 2005 (21y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $87.6M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗