# CHARTERED ADVISORY GROUP, INC.

CHARTERED ADVISORY GROUP, INC. of CHADDS FORD, PA is an SEC-registered investment adviser.

## Registration

- CRD: 116517
- Type: SEC-registered investment adviser
- SEC file number: 801-72496
- Location: 130 COMMONS COURT, CHADDS FORD, PA, 19317
- Phone: 610-459-8872
- Latest filing: 2026-03-23
- Regulatory AUM: $127.7M
- Discretionary AUM: $49.7M
- Non-discretionary AUM: $78.0M
- Clients: 6
- Accounts: 761

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| William Henry Kantner | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| KANTNER WILLIAM HENRY | PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER/SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116517/similar
- Related entities: https://search.stillhousedata.com/firm/116517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116517

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.