# THE CAPITAL CHART ROOM, LTD

THE CAPITAL CHART ROOM, LTD of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 117980
- Type: SEC-registered investment adviser
- SEC file number: 801-60779
- Location: 2821 WEST 7TH STREET, SUITE 550, FORT WORTH, TX, 76107-8912
- Phone: 817-801-6455
- Latest filing: 2026-03-06
- Regulatory AUM: $400.9M
- Discretionary AUM: $399.4M
- Non-discretionary AUM: $1.5M
- Clients: 7
- Accounts: 295

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117980/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117980/similar
- Related entities: https://search.stillhousedata.com/firm/117980/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117980

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.