# Capital Chart Room

Capital Chart Room is a Bank / Wealth / Trust based in Fort Worth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** thecapitalchartroom.com
- **LinkedIn:** https://www.linkedin.com/company/the-capital-chart-room-ltd

## Regulatory record

- **CRD number:** 117980
- **SEC file number:** 801-60779
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117980

## About

Capital Chart Room was established in 1998 in Fort Worth, Texas. It functions as a wealth manager and registered investment adviser serving high-net-worth individuals, legal entities, and other clients. The firm provides investment advisory services centered on financial planning and portfolio management. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Operations remain confined to the United States. Team size, additional offices, and adjacent vehicles are not disclosed. No operational events from the last 24 months are recorded. The firm operates as a conventional RIA without documented hybrid structures, co-investment clubs, or succession arrangements beyond standard advisory registration.

## Questions

### Who runs investment decisions at Capital Chart Room?

No named principals or CIO appear in public records.

### Does Capital Chart Room participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are disclosed.

### What investment stages does Capital Chart Room typically target?

No stage preferences are stated in the firm's description.

## Related profiles

- [Capital Analysts of Jacksonville](https://altss.com/profile/capital-analysts-of-jacksonville)
- [Capital Cities Investments](https://altss.com/profile/capital-cities-investments)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/capital-chart-room

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