Charis Legacy Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bryan, TX. Its latest Form ADV filing, dated January 9, 2026, reports $133M in regulatory assets under management, 1 employee, and 244 accounts.
Assets Under Management
$133M
Employees
1
Offices
--
Total Clients
60
Primary office
BRYAN, TX
1716 BRIARCREST DR, SUITE 300, BRYAN, TX, United States
Top client segmentHNWI represent 61.7% of total clients.
Top client categories% of clientsClients
1
HNWI
61.7%
37
2
Individuals
36.7%
22
3
Pension Plans
1.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of May 22, 2026
Discretionary100.0%
$133M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$133M
Total Accounts244
10Y AUM Change+$30M (+29.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee60:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.