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).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $1,539,591
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
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at The Capital Chart Room, Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey M. Holler
CRD#: 1888455
2821 West 7th Street Suite 550, Fort Worth, TX 76107

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.

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

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.

3
Victor K. Heetai
CRD#: 6949250
2821 West 7th Street, Suite 550, Fort Worth, TX 76107

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.

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