# Chartmark Investments, Inc.

> Chartmark Investments, Inc. is a state-registered investment advisory firm in Tulsa, OK, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 114812
- Filed as: CHARTMARK INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114812
- AdvisorCensus page: https://advisorcensus.com/firm/chartmark-investments-inc-tulsa-ok-114812

## Quick answers

**How is Chartmark Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Chartmark Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Chartmark Investments, Inc. located?**
Chartmark Investments, Inc.'s principal office is in Tulsa, OK, according to its Form ADV.

**Is Chartmark Investments, Inc. registered with the SEC or a state?**
Chartmark Investments, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 114812.

**How much does Chartmark Investments, Inc. manage?**
Chartmark Investments, Inc. reports $87,564,867 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Chartmark Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (16).

**Does Chartmark Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114812

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $87,564,867
- Discretionary: $87,564,867
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $20,047,119 |
| High net worth individuals | 16 | $56,416,132 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,716,633 |
| Charitable organizations | Fewer than 5 | $8,073,530 |
| Corporations or other businesses not listed above | Fewer than 5 | $311,453 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chartmark.com
- Facebook @chartmark.investments

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chartmark Investments, Inc. (CRD 114812): Form ADV filing data as of October 2026.