Charis Legacy Partners
Charis Legacy Partners is an SEC-registered ria in Bryan, TX with $132.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Charis Legacy Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311968, SEC 801-131532, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $132.7M (2026-05-22)
- Firm type
- Ria
- Location
- Bryan, TX
- Employees
- 1
- Clients
- 60
- CRD
- 311968
- Ownership
- MONK, SCOTT, RYAN; WKS VENTURES IRREVOCABLE TRUST
How much AUM does Charis Legacy Partners have?
Charis Legacy Partners reported $132.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Charis Legacy Partners?
Disclosed owners and executives of Charis Legacy Partners include MONK, SCOTT, RYAN, WKS VENTURES IRREVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.