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CHARBETH ADVISORY L.L.C.

· CRD 342682 · IAPD ↗ · 919-768-3474

$370.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
August 2026 — CHARBETH ADVISORY L.L.C. (location n/a) is newly SEC-registered with $370.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.