CHARIS LEGACY PARTNERS, LLC

CHARIS LEGACY PARTNERS, LLC of BRYAN, TX is an SEC-registered investment adviser (CRD 311968). Regulatory assets under management: $132.7M.

Registration

• CRD: 311968
• SEC file number: 801-131532
• Type: Registered investment adviser
• Location: 1716 BRIARCREST DR, SUITE 300, BRYAN, TX, 77802
• Phone: 979-406-7875
• Latest filing: 2026-05-22
• Regulatory AUM: $132.7M
• Discretionary AUM: $132.7M
• Clients: 1
• Accounts: 244

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311968 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search