CG
Cht Group, Inc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 161842
·
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ADV data as of Apr 01, 2025
- Regulatory AUM
- $4.4M
- Discretionary
- $4.4M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 16
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $389K | 8.85% |
| High net worth individuals | Fewer than 5 clients | $4.0M | 91.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Henry Tune | Registered representative | Jan 2026 (1y) |
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) | 04/01/2025 | 1 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Interactive Brokers $2.7M (61% of AUM) Apr 2025
- Fidelity $900K (20% of AUM) Apr 2025
- Charles Schwab & Co. $834K (19% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 01, 2025.
View current Form ADV (SEC/IAPD) ↗