Charis Legacy Partners, LLC
● SEC registered since 2024CRD 311968SEC# 801-131532Bryan, TX
Reg. AUM
$132.7M
Employees
1
Accounts
244
Location
Bryan, TX
Charis Legacy Partners, LLC assets under management
Charis Legacy Partners, LLC is an SEC-registered investment adviser based in Bryan, TX. The firm has been registered since 2024. It reports $132.7 million in regulatory assets under management and employs 1 people.
Charis Legacy Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Ryan Monk Control | Founder, Ceo, Chief Compliance Officer | Under 5% | 2020 |
| Wks Ventures Irrevocable Trust Control | Member | Over 75% | 2021 |
| Scott Ryan Monk Control | Trustee | — | 2021 |
Frequently asked questions
How much does Charis Legacy Partners, LLC manage?
Charis Legacy Partners, LLC reports $132.7 million in regulatory assets under management on its Form ADV.
How many employees does Charis Legacy Partners, LLC have?
Charis Legacy Partners, LLC reports 1 employees.
Where is Charis Legacy Partners, LLC located?
Charis Legacy Partners, LLC is based in Bryan, TX and has been SEC-registered since 2024.
Does Charis Legacy Partners, LLC disclose fund performance?
Charis Legacy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1716 Briarcrest Dr, Suite 300, Bryan, TX 77802 |
| Phone | 979-406-7875 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.7M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$132.7Mregulatory AUM
Discretionary $132.7M