Charles O'Rourke
JAG Capital Management · St. Louis, Missouri
Charles O'Rourke is a fee-only financial advisor at JAG Capital Management in St. Louis, Missouri, who holds the CFA credential. Charles focuses on sustainable & impact investing. JAG Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | JAG Capital Management |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.90B across 1,675 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MO · CRD 6765411 |
| Exams passed | Series 63 (2017) · Series 65 (2019) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.jagcapm.com |
How Charles's firm compares
- JAG Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,675 accounts).
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Questions about Charles
Is Charles O'Rourke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and JAG Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, JAG Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles O'Rourke based?
Charles O'Rourke is based in St. Louis, Missouri.
What does Charles specialize in?
Charles's specialties include sustainable & impact investing.
What credentials does Charles O'Rourke hold?
Charles O'Rourke holds the CFA credential.
Is Charles O'Rourke registered with the SEC?
Yes. Charles O'Rourke is registered as an investment adviser representative in MO (CRD 6765411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JAG Capital Management manage?
JAG Capital Management reports $1.90B across 1,675 accounts in assets under management.
How do I contact Charles O'Rourke?
Through Charles's website, www.jagcapm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
Other advisors in Missouri who focus on sustainable & impact investing
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JAG Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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