# CHARTER OAK ASSET MANAGEMENT, INC.

CHARTER OAK ASSET MANAGEMENT, INC. of CHESHIRE, CT is an SEC-registered investment adviser.

## Registration

- CRD: 27823
- Type: SEC-registered investment adviser
- SEC file number: 801-29853
- Location: 1520 HIGHLAND AVE, CHESHIRE, CT, 06410-1276
- Phone: 203-272-3597 X1
- Latest filing: 2026-03-24
- Regulatory AUM: $74.8M
- Discretionary AUM: $74.8M
- Clients: 3
- Accounts: 249

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| MALIK ROBERT STEPHEN | PRESIDENT; PRESIDENT, CEO, CCO; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/27823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/27823/similar
- Related entities: https://search.stillhousedata.com/firm/27823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/27823

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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.