Charles Henry Tune

Employer firm

Cht Group, Inc. CRD 161842

$4.40M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → Present
  Charles Tune Cpa
  El Paso, TX
• 02/2009 → Present
  Cfo Solutions, Inc.
  Scottsdale, AZ
• 10/2012 → Present
  Cht Group, Inc.
  El Paso, TX

Previous Registrations

• 2019-01-14 → 2025-12-31
  Cht Group, Inc.
  El Paso, TX
• 2013-03-20 → 2018-12-31
  Cht Group, Inc.
  El Paso, TX
• 2009-02-13 → 2017-07-11
  Cfo Solutions Llc
  El Paso, TX
• 2004-10-06 → 2009-10-29
  Greenbook Investment Management, Inc.
  El Paso, TX
• 2004-10-08 → 2004-12-31
  Xelan Financial Planning, Inc.
  El Paso, TX
• 2004-01-07 → 2004-07-26
  Xelan Financial Planning, Inc.
  El Paso, TX
• 2002-02-12 → 2003-01-30
  Xelan Investment Services, Inc.
  El Paso, TX

Other Businesses

(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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-07
• S63 Uniform Securities Agent State Law Examination
  1998-11-06

Other Names

• Charles H Tune