← Directory
CHARIS LEGACY PARTNERS
Legal name: CHARIS LEGACY PARTNERS, LLC
CRD 311968File 801-131532
APPROVED
Retail clients
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$132.7M
Bottom 25% of cohort (national)
Discretionary AUM
$132.7M
Clients
60
244 accounts
Employees
1
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 27, 2024
- Principal office
- 1716 BRIARCREST DR, SUITE 300, BRYAN, TX, 77802
- Phone
- 979-406-7875
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $132.7M
- Discretionary AUM
- $132.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 244
- Non-discretionary accounts
- 0
- Total accounts
- 244
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $119.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 22 | $12.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.