C
Charles J. Means & Co., LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,253,527
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
33
27% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$2,765,258
About
The firm provides customized investment management to individuals, IRAs, trusts, estates, and charitable organizations, generally acting as a discretionary manager for client accounts. It operates as a fee-only adviser and does not accept commissions or sell commissioned products.
Recommendations are tailored to each client's financial situation, family status, and preferences, and portfolios are implemented primarily with equities, fixed income, mutual funds, and ETFs through institutional custodians. Security analysis uses fundamental, technical, and cyclical methods, accounts are reviewed at least quarterly, and the firm does not offer standalone financial planning or hourly planning engagements.
Notably, the firm frequently serves in operational fiduciary roles — acting as trustee, executor, or bill‑payer — and reports custody on about 23% of client accounts because of those arrangements; it may also assist with fiduciary tax returns and, with client consent, charge additional trustee/estate or bill‑paying fees. The adviser is relatively small (about $91 million in assets under management), maintains succession agreements for client transfers, and has one past regulatory matter stemming from a filing oversight that was resolved with state authorities.
Client services
Portfolio management
Expertise
Concentrated stock management
Occupation focus
Retired
Fee options
$0 - $1,000,000: 1.15% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001+: 0.55% annually
Fee-only: Firm is strictly fee-only; does not accept commissions or other forms of compensation.
Main office location
Charles J. Means & Co., LLC
344 Wickenden Street
Providence RI 02903, United States
Number of offices
1
Most active in
Charles J. Means & Co., LLC has reported serving >5 clients in these states in the last 12 months.
Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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