The Capital Chart Room, Ltd is an SEC registered investment adviser organized as a limited partnership with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 6, 2026, reports $401M in regulatory assets under management, 7 employees, and 295 accounts.
Assets Under Management
$401M
Employees
7
Offices
--
Total Clients
65
Primary office
FORT WORTH, TX
2821 WEST 7TH STREET, SUITE 550, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentCorporations represent 52.3% of total clients.
Top client categories% of clientsClients
1
Corporations
52.3%
34
2
Individuals
24.6%
16
3
HNWI
21.5%
14
4
Charitable
1.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$401Mas of March 6, 2026
Discretionary99.6%
$399M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$401M
Total Accounts295
10Y AUM Change+$138M (+52.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee9:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.