THE CAPITAL CHART ROOM, LTD of FORT WORTH, TX is an SEC-registered investment adviser (CRD 117980). Regulatory assets under management: $400.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Jeffrey Mark Holler | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER; PRESIDENT & PARTNERSHIP MANAGER | — |
| HOLLER JEFFREY MARK | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CEO; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BRILLHART LISA MARIE | CHIEF COMPLIANCE OFFICER | — |
| WYNGAARDE EDGAR J | CHIEF COMPLIANCE OFFICER | — |
| HOPKINS DAVID CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| Victor Kushal Heetai | DIRECTOR OF FINANCIAL PLANNING & DIRECTOR OF OPERATIONS | — |