The Capital Chart Room, Ltd
The Capital Chart Room, Ltd (CRD# 117980) is a financial advisory firm headquartered in Fort Worth, TX. They manage $338,710,018 in 220 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management339MILLION
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Total Number of Accounts220ACCOUNTS
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Average Account Value$1,539,591
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
OK, TX
Jeffrey Holler (CRD# 1888455) is an Investment Advisor Representative working at The Capital Chart Room, Ltd in Fort Worth, TX and has over 35 years of experience in the finance industry.
David Hopkins (CRD# 4263836) is an Investment Advisor Representative working at The Capital Chart Room, Ltd in Fort Worth, TX and has over 23 years of experience in the finance industry.
Victor Heetai (CRD# 6949250) is an Investment Advisor Representative working at The Capital Chart Room, Ltd in Fort Worth, TX and has 1 year of experience in the finance industry.