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THE CAPITAL CHART ROOM, LTD
CRD 117980File 801-60779
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$400.9M
Below cohort median (national)
Discretionary AUM
$399.4M
Non-discretionary $1.5M
Clients
65
295 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 14, 2001
- Principal office
- 2821 WEST 7TH STREET, SUITE 550, FORT WORTH, TX, 76107-8912
- Phone
- 817-801-6455
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $400.9M
- Discretionary AUM
- $399.4M
- Non-discretionary AUM
- $1.5M
- Discretionary accounts
- 278
- Non-discretionary accounts
- 17
- Total accounts
- 295
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $378.7M |
| Charitable organizations | Fewer than 5 | $516K |
| High net worth individuals | 14 | $16.1M |
| Individuals (other than high net worth individuals) | 16 | $5.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.