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| Keyboard |
| The Capital Chart Room Ltd
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| CRD # | 117980 |
| SEC # | 801-60779 |
| CIK # | |
| AUM | 400.9 M (2026-03-06) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 817-801-6455 |
| Address | 2821 West 7th Street Fort Worth, TX 76107-8912 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 5.6 |
| (b) Individuals (high net worth individuals) | 14 | 16.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 378.7 |
| (n) Other | 0 | 0.0 |
| Total | 295 | 400.9 |
| By Discretionary | ||
| Discretionary | 278 | 399.4 |
| Non-Discretionary | 17 | 1.5 |
| Total | 295 | 400.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.9 | |
| Total | 295 | 400.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Anderson Financial Strategies LLC
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|
OH | 402.1 M |
|
Silver Coast Investments LLC
✚
|
CA | 401.6 M |
|
H L Ormond & Company LLC
✚
|
NC | 401.4 M |
|
Essential Partners LLC
✚
|
CA | 401.1 M |
|
Insight Strategic Wealth LLC
✚
|
TN | 401.0 M |
|
CornerStone Financial Planning LLC
✚
|
NH | 400.7 M |
|
Noble Wealth Management PBC
✚
|
CO | 400.5 M |
|
Burns Matteson Capital Management LLC
✚
|
NY | 400.4 M |
|
Ticino Wealth LLC
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|
CA | 400.2 M |
|
Keyes Stange & Wooten Wealth Management LLC
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|
FL | 400.1 M |