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Charles Henry Tune

CHT GROUP
EL PASO, TX
·CRD# 3121530·28 years experience

Professional Summary

Charles Henry Tune, who also goes by Charles H Tune, is a registered financial advisor currently at CHT GROUP, INC. located in El Paso, Texas. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Charles has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Charles H Tune

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

CHT GROUP, INC.·CRD# 161842
RIA
El Paso, TX
January 23, 2026 - Present
CHT GROUP, INC.·CRD# 161842
RIA
El Paso, TX
January 14, 2019 - December 31, 2025
CHT GROUP, INC.·CRD# 161842
RIA
El Paso, TX
March 20, 2013 - December 31, 2018
CFO SOLUTIONS LLC·CRD# 115898
RIA
El Paso, TX
February 13, 2009 - July 11, 2017
XELAN FINANCIAL PLANNING, INC.·CRD# 123794
RIA
El Paso, TX
October 8, 2004 - December 31, 2004
GREENBOOK INVESTMENT MANAGEMENT, INC.·CRD# 131563
RIA
El Paso, TX
October 6, 2004 - October 29, 2009
XELAN FINANCIAL PLANNING, INC.·CRD# 123794
RIA
El Paso, TX
January 7, 2004 - July 26, 2004
XELAN INVESTMENT SERVICES, INC.·CRD# 111870
RIA
El Paso, TX
February 12, 2002 - January 30, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Philadelphia, PA
November 17, 1999 - September 17, 2001
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
New York, NY
October 21, 1998 - September 10, 1999
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
October 21, 1998 - September 10, 1999

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Current Firm

CG
CHT GROUP, INC.

CHT GROUP, INC | INVESTMENT MANAGEMENT | CHT GROUP, INC.

CRD#: 161842
Texas
Registered Investment Advisory firm - Texas (1/23/2026 Approved)

Contact Information

Main Address

El Paso, TX

Phone Number

(915) 203-9084

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

16

AUM (Assets Under Management)

$4,398,578

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1A)CHARLES TUNE CPA, 11140 LEO COLLINS, EL PASO TX 79936 (B) CERTIFIED PUBLIC ACCOUNTANT (C) SOLE PROPIETOR (D)N/A (E) SOLE PRACTITIONAL, STANDARD CPA ACTIVITIES (F) WILL NOT RAISE CAPITAL FOR THE COMPANY, NO INVESTORS (G) WILL NOT SOLICIT INVENTORY (H) TIME SPLIT 20/80, 20 HOURS WEEKLY AS CPA (I) NO CUSTOMERS OF ISI INVOLVED IN THE ACTIVITY WILL NOT SOLICIT CLIENTS OF GREENBOOK FROM CPA ACTIVITIES. IF REQUETED BY GB CLIENT, WILL PREPARE TAXES.(J) OPENED CPA PRACTICE IN 1997 AFTER CLOSING ANOTHER UNRELATED COMPANY (K) NET INCOME FROM CPA SERVICES, $25,000/YR EXPECTED (L) YES, I HAVE BEGUN PARTICIPATING IN THIS ACTIVITY.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(1/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1998About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1998About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Charles Henry Tune's CRS (Customer Relationship Summary).

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