Charles Alexander Frentz
Investment adviser representative at Douglass Winthrop Advisors LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Douglass Winthrop Advisors LLCJun 2026 to now
- Frentz O'donnell Investments LimitedMar 2022 to Jun 2026
- Tree Line AdvisorsAug 2013 to Mar 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Douglass Winthrop Advisors LLC
$6.5BAssets managed
1,327Clients
10Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8311427
- Firm CRD
- 108680