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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Capital Chart ROOM Ltd
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|---|---|
| CRD # | 117980 |
| SEC # | 801-60779 |
| CIK # | |
| AUM | $332.7 M (2025-03-13) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 817-801-6455 |
| Address | 2821 West 7th Street Fort Worth, TX 76107-8912 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.5 |
| (b) Individuals (high net worth individuals) | 13 | 15.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 312.9 |
| (n) Other | 0 | 0.0 |
| Total | 255 | 332.7 |
| By Discretionary | ||
| Discretionary | 241 | 330.9 |
| Non-Discretionary | 14 | 1.7 |
| Total | 255 | 332.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.7 | |
| Total | 255 | 332.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crescent Hill Partners LLC
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|
NY | 0.3 |
|
Carnegie Wealth Management LLC
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|
PA | 0.3 |
|
Excel Financial LLC
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|
MN | 0.3 |
|
Destiny Capital Corporation
✚
|
CO | 0.3 |
|
My Legacy Advisors LLC
✚
|
OR | 0.3 |
|
Wealthspring Partners LLC
✚
|
CA | 0.3 |
|
Elmwood Wealth Management Inc
✚
|
CA | 0.3 |
|
Causey Wealth LLC
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|
CO | 0.3 |
|
Silver Coast Investments LLC
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|
CA | 0.3 |
|
Family Legacy Inc
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|
SC | 0.3 |