SAWTELLE, CHARLES SCOTT

SAWTELLE, CHARLES SCOTT is an SEC-registered investment adviser (CRD 158732). Regulatory assets under management: $107.0M.

Registration

• CRD: 158732
• SEC file number: 801-135412
• Type: Registered investment adviser
• Phone: 512-299-8031
• Latest filing: 2026-03-26
• Regulatory AUM: $107.0M
• Discretionary AUM: $107.0M
• Clients: 1
• Accounts: 247

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 158732 on SEC IAPD (source of record)
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