CHARTMARK INVESTMENTS, INC.

CHARTMARK INVESTMENTS, INC. of TULSA, OK is an SEC-registered investment adviser (CRD 114812). Regulatory assets under management: $87.6M.

Registration

• CRD: 114812
• Type: Registered investment adviser
• Location: UTICA PLACE OFFICE TOWER 2200 S UTICA PLACE, TULSA, OK, 74114
• Phone: 918-477-7685
• Latest filing: 2026-02-18
• Regulatory AUM: $87.6M
• Discretionary AUM: $87.6M
• Clients: 4
• Accounts: 137

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114812 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search