# Charlton Management, LLC

> Charlton Management, LLC is an SEC-registered investment advisory firm in Clawson, MI, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 341804
- Filed as: CHARLTON MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Clawson, MI
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341804
- AdvisorCensus page: https://advisorcensus.com/firm/charlton-management-llc-clawson-mi-341804

## Quick answers

**How is Charlton Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Charlton Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Charlton Management, LLC located?**
Charlton Management, LLC's principal office is in Clawson, MI, according to its Form ADV.

**Is Charlton Management, LLC registered with the SEC or a state?**
Charlton Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341804.

**How much does Charlton Management, LLC manage?**
Charlton Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 29, 2026.

**Does Charlton Management, LLC report any disciplinary disclosures?**
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/341804

**What changed in Charlton Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Charlton Management, LLC (CRD 341804): Form ADV filing data as of October 2026.