ONE CHARLES PRIVATE WEALTH
Firm details
- Headquarters
- HINGHAM, Massachusetts
- CRD number
- 286635
- Registered since
- February 15, 2017
- Website
- www.ocpws.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI74.31%
- Other18.91%
- Individuals4.27%
- Pension & Profit Sharing Plans1.09%
- Corporations / Businesses0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
One Charles Private Wealth is an independent registered investment adviser and limited liability company that has been SEC-registered since 2017. The firm acts as a capital allocator and serves individual and family clients as well as institutional accounts. It provides a mix of advisory services — financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers, and educational seminars — while also operating as a registered representative of a broker‑dealer and as an insurance broker. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents12%
- Other12%
- State & Local Bonds5%
Contacts
3 of 5Oscar Bunting
Relationship ManagerCRD 8199235
Jack McCarty
Relationship ManagerCRD 7695907
ERIK WALLIN
Managing PartnerCRD 4406538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$271M in ETFs
71%
$191M
25%
$79.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL) | Horizon Kinetics | Active | Global Small/Mid Stock | $25.8M | 495,718 | 9.53% |
Location
HINGHAM, MA
PLYMOUTH
Location
HINGHAM, MA
Headquartered in HINGHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PLYMOUTH
- Address
- 99 Derby St
- Time zone
- ET (UTC-5)
- Office locations
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