THE CAPITAL CHART ROOM, LTD
SEC Form ADV profile.
Total regulatory AUM
$400,902,595
Discretionary
$399,396,313
Non-discretionary
$1,506,282
Firm details
- CRD number
- 117980
- SEC file number
- 801-60779
- Main office
- FORT WORTH, TX, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.