The Capital Chart Room, Ltd
● SEC registered since 2001CRD 117980SEC# 801-60779Fort Worth, TX
Reg. AUM
$400.9M
Employees
7
Accounts
295
Location
Fort Worth, TX
The Capital Chart Room, Ltd assets under management
The Capital Chart Room, Ltd is an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2001. It reports $400.9 million in regulatory assets under management and employs 7 people.
The Capital Chart Room, Ltd owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Mark Holler Control | President, Ceo & Chief Compliance Officer | Under 5% | 2002 |
| Tccr Holdings, Ltd. | Limited Partner | Over 75% | 2002 |
| Tccr Management, LLC Control | General Partner | Under 5% | 2001 |
| Victor Kushal Heetai | Director Of Financial Planning & Director Of Operations | 10-25% | 2026 |
| Jeffrey Mark Holler Control | President & Partnership Manager | Over 75% | 2002 |
Frequently asked questions
How much does The Capital Chart Room, Ltd manage?
The Capital Chart Room, Ltd reports $400.9 million in regulatory assets under management on its Form ADV.
How many employees does The Capital Chart Room, Ltd have?
The Capital Chart Room, Ltd reports 7 employees.
Where is The Capital Chart Room, Ltd located?
The Capital Chart Room, Ltd is based in Fort Worth, TX and has been SEC-registered since 2001.
Does The Capital Chart Room, Ltd disclose fund performance?
The Capital Chart Room, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2821 West 7th Street, Suite 550, Fort Worth, TX 76107-8912 |
| Phone | 817-801-6455 |
| Fax | 817-801-6513 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$400.9M▲ 21%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$400.9Mregulatory AUM
Discretionary $399.4MNon-discretionary $1.5M