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Frederick William Charlton

ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC·AUSTIN, Texas
Unclaimed Profile
6300 BEE CAVES RD, AUSTIN, TX 78746-5840CRD# 2138543Firm CRD# 148186
01

About

Frederick William Charlton is a registered financial advisor based in AUSTIN, Texas, affiliated with ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
AUM
$37M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2138543
Firm CRD# 148186
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frederick William Charlton offer?
Frederick William Charlton specializes in Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Frederick William Charlton's credentials?
Frederick William Charlton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick William Charlton located?
Frederick William Charlton is based in AUSTIN, Texas, working with ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Frederick William Charlton charge for services?
Frederick William Charlton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC?
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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