CHARLES J. MEANS & CO., LLC

Overview

Charles J. Means & Co, LLC is a small, privately owned investment advisory firm focused on portfolio management for individuals and small businesses. The firm operates with a fee mix that includes percentage-of-AUM billing alongside fixed fees, and it manages all client assets on a discretionary basis. Its stated client base spans individual and family investors as well as some institutional relationships. The firm does not position itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator. Investment activity centers on publicly traded, exchange-listed securities with a clear preference for equity exposure. That equity focus suggests the firm favors liquid, tradable instruments for core portfolios, while also maintaining allocation to traditional pooled vehicles such as mutual funds and annuities for specific client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices