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Charles J. Means & Co., LLC (Providence)


Charles J. Means & Co., LLC is an adviser based in Providence. It manages $25.1 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Rhode Island and Texas.




Charles J. Means & Co. provides portfolio management for individuals and small businesses and financial consulting regarding household financial management, income tax planning and estate planning. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Charles J. Means & Co.: assets under management

The assets under management (AUM) of Charles J. Means & Co., LLC is $25.1 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.57 million in discretionary accounts and $3.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $468.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.53 million.
Charles J. Means & Co. has custody of $11.09 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Charles J. Means & Co., LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Providence

The principal office where Charles J. Means & Co., LLC performs its advisory services is located at 312 Wickenden Street, Providence, RI 02903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 401-282-6600 or by fax 401-282-6601. The normal business hours are 9:00-4:00 on Monday - Friday.


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