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THE CAPITAL CHART ROOM, LTD
CRD 117980 · SEC 801-60779
2821 WEST 7TH STREET, SUITE 550, FORT WORTH, TX, 76107-8912, United States
Phone
817-801-6455
Fax
817-801-6513
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$400.9M
Discretionary AUM
$399.4M
Team
7 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $5.6M |
| High net worth individuals | 14 | $16.1M |
| Charitable organizations | 1 | $516K |
| Corporations/business entities | 34 | $378.7M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD