John Clerico
Chartmark Investments · Tulsa, Oklahoma
John Clerico is a fee-only financial advisor at Chartmark Investments in Tulsa, Oklahoma. Chartmark Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Chartmark Investments |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $87.6M across 137 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 4453850 |
| Exams passed | Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.chartmark.com |
| Profile |
How John's firm compares
- Chartmark Investments's average account is about $639,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about John
Is John Clerico a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Chartmark Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Chartmark Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Clerico based?
John Clerico is based in Tulsa, Oklahoma.
Is John Clerico registered with the SEC?
Yes. John Clerico is registered as an investment adviser representative in OK and TX (CRD 4453850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chartmark Investments manage?
Chartmark Investments reports $87.6M across 137 accounts in assets under management.
How do I contact John Clerico?
Through John's website, www.chartmark.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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