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CHARIS LEGACY PARTNERS
CHARIS LEGACY PARTNERS, LLC
CRD 311968 · SEC 801-131532
1716 BRIARCREST DR, SUITE 300, BRYAN, TX, 77802, United States
Phone
979-406-7875
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.7M
Discretionary AUM
$132.7M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $12.4M |
| High net worth individuals | 37 | $119.0M |
| Pension/profit sharing plans | 1 | $1.3M |
States served
AZ, CA, MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD