RIA Intel›Advisers›Texas›THE CAPITAL CHART ROOM, LTD

THE CAPITAL CHART ROOM, LTD

Advisory

N·FORT WORTH, TX

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM

$401M

1-Year AUM Growth

+29.9%

3-Year CAGR

+11.3%

Employees

4

Assets Under Management

Total AUM$401M

Discretionary AUM$399M

Non-Discretionary AUM$2M

Discretionary %99.6%

Total Clients59

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record40

First FilingDec 11, 2001

Latest FilingMar 6, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE CAPITAL CHART ROOM, LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.