Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 03/26/2026
Other registrations (1)
Former registrations

SAWTELLE, CHARLES SCOTT

Contact Info 512 xxxxxxx
Websites
AUM* 107,000,000
of that, discretionary 107,000,000
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 433,198
% High Net Worth 10.53%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

107M 92M 76M 61M 46M 31M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees