{
  "crd_number": 342682,
  "slug": "charbeth-advisory-l-l-c-342682",
  "primary_business_name": "CHARBETH ADVISORY L.L.C.",
  "legal_name": "CHARBETH ADVISORY L.L.C.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-15",
  "carried_forward": false,
  "raum_total": 370000000.0,
  "raum_discretionary": 370000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 370000000.0,
      "count": 1,
      "description": "FAMILY OFFICE CLIENT",
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342682",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/charbeth-advisory-l-l-c-342682",
  "display_name": "Charbeth Advisory L.L.C.",
  "summary": "Charbeth Advisory L.L.C. is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.",
  "citation": "AdvisorCensus. Charbeth Advisory L.L.C. (CRD 342682): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Charbeth Advisory L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Charbeth Advisory L.L.C. reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Charbeth Advisory L.L.C. registered with the SEC or a state?",
      "a": "Charbeth Advisory L.L.C. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342682."
    },
    {
      "q": "How much does Charbeth Advisory L.L.C. manage?",
      "a": "Charbeth Advisory L.L.C. reports $370,000,000 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Charbeth Advisory L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (1)."
    },
    {
      "q": "Which custodians does Charbeth Advisory L.L.C. use?",
      "a": "Charbeth Advisory L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC, Pershing LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Charbeth Advisory L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342682"
    },
    {
      "q": "What changed in Charbeth Advisory L.L.C.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/charbeth-advisory-l-l-c-342682.md",
  "clients": [
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 370000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342682",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}