# Chartmark Investments

Chartmark Investments is a RIA based in Tulsa, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** chartmark.com
- **LinkedIn:** https://www.linkedin.com/company/chartmark-investments-inc

## Regulatory record

- **CRD number:** 114812
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114812

## About

Chartmark Investments, Inc. is a state-registered investment adviser in Tulsa, OK. The firm manages approximately $88 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Sectors

- Enterprise Software
- Healthcare Services
- Industrial Tech
- Real Estate
- Private Credit

## People

- Clay Mathile — Founder
- Timothy Mathile — President & CEO

## Questions

### What types of companies does Chartmark typically target?

Chartmark targets lower-mid-market operating companies — particularly founder-led or family-owned businesses in the industrial technology, healthcare services, and enterprise software spaces. The firm structures transactions as control or significant minority equity investments and tends to avoid formal auction processes, instead cultivating relationships with retiring owners interested in identifying a steward for their companies.

## Related profiles

- [Felix Garcia, RIA](https://altss.com/profile/felix-garcia-ria)
- [Legacy Financial Solutions](https://altss.com/profile/legacy-financial-solutions-inc)

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Last updated: 2026-07-06T01:24:14.000Z

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