Adviser Profile
| As of Date | 03/28/2026 |
| Registration status | Registration Changed to SAWTELLE, CHARLES SCOTT |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 107,000,000 32% |
| of that, discretionary | 107,000,000 32% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 433,198 30% |
| % High Net Worth | 10.53% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds