# CHARTER OAK CAPITAL MANAGEMENT, LLC

CHARTER OAK CAPITAL MANAGEMENT, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 120870
- Type: SEC-registered investment adviser
- SEC file number: 801-64808
- Location: TWO INTERNATIONAL DRIVE, SUITE 325, PORTSMOUTH, NH, 03801
- Phone: 800-646-5720
- Latest filing: 2026-07-07
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $23.7M
- Clients: 27
- Accounts: 1,397

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Scott Troiano | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |
| Todd Michael Cesca | PARTNER | — |
| Lena Wyand | PARTNER | — |
| Karen Lee Zaramba | PARTNER | — |
| Sarah Serling Clapp | PARTNER; PARTNER/CEO | — |
| Emma K Bean | PARTNER, SENIOR FINANCIAL ADVISOR | — |
| Cindi Carbino | CFO, COO | — |
| Deanna Bowen Hutchinson | CHIEF COMPLIANCE OFFICER | — |
| TROIANO JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER/PRESIDENT/OWNER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; OWNER/PRESIDENT | — |
| AKERBERG EUGENE ROBERT | OWNER/VICE PRESIDENT; OWNER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| COTTRELL JONATHAN LONG | MEMBER/SENIOR FINANCIAL ADVISOR | — |
| CESCA TODD MICHAEL | PARTNER; RELATIONSHIP MANAGER | — |
| WYAND LENA | PARTNER; SENIOR FINANCIAL ADVISOR | — |
| REID SAMUEL RICHARDSON | PARTNER | — |
| ZARAMBA KAREN LEE | PARTNER | — |
| CLAPP SARAH SERLING | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120870/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120870/similar
- Related entities: https://search.stillhousedata.com/firm/120870/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120870

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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.