The Capital Chart Room, Ltd

The Capital Chart Room, Ltd (CRD# 117980) is a financial advisory firm headquartered in Fort Worth, TX. They manage $261,862,881 in 203 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $1,289,965
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at The Capital Chart Room, Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey M. Holler
CRD#: 1888455
2015 E. Lamar Suite 100, Arlington, TX 76006
96
Wealthminder
score

Jeffrey Holler (CRD# 1888455) is an Investment Advisor Representative working at The Capital Chart Room, Ltd in Arlington, TX and has over 27 years of experience in the finance industry. Jeffrey Holler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David C. Hopkins
CRD#: 4263836
2821 West 7th Street, Suite 550, Fort Worth, TX 76107
96
Wealthminder
score

David Hopkins (CRD# 4263836) is an Investment Advisor Representative working at The Capital Chart Room, Ltd in Fort Worth, TX and has over 16 years of experience in the finance industry. David Hopkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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