The Capital Chart Room, Ltd
The Capital Chart Room, Ltd is an SEC-registered ria in Fort Worth, TX with $400.9M assets under management (AUM, regulatory AUM), +21% over one year. See who owns The Capital Chart Room, Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117980, SEC 801-60779, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $400.9M (2026-03-06)
- Firm type
- Ria
- Location
- Fort Worth, TX
- Employees
- 7
- Clients
- 65
- CRD
- 117980
- Ownership
- TCCR HOLDINGS, LTD.; WYNGAARDE, EDGAR, J; TCCR MANAGEMENT, LLC; HOLLER, JEFFREY, MARK; BRILLHART, LISA, MARIE
How much AUM does The Capital Chart Room, Ltd have?
The Capital Chart Room, Ltd reported $400.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns The Capital Chart Room, Ltd?
Disclosed owners and executives of The Capital Chart Room, Ltd include TCCR HOLDINGS, LTD., WYNGAARDE, EDGAR, J, TCCR MANAGEMENT, LLC, HOLLER, JEFFREY, MARK, BRILLHART, LISA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.