# Charles Capital

Charles Capital is a RIA based in Houston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** $150M - $500M (Altss estimate)
- **Website:** charlescapital.com
- **LinkedIn:** https://www.linkedin.com/company/charles-capital

## Regulatory record

- **CRD number:** 313224
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313224

## About

Charles Capital is a fee-only, independent registered investment advisor that actively manages client investments as an alternative to passive buy-and-hold strategies. Its strategy is centered around the momentum factor. The firm seeks to bring complex investing techniques to everyday investors and to generate returns superior to traditional strategies.

## Sectors

- Energy Transition & Renewables
- Real Estate
- Private Credit
- Venture Capital
- Infrastructure

## People

- Charles D. Williams — Founder

## Questions

### Who makes investment decisions at Charles Capital?

Charles D. Williams, the founder, personally leads investment decisions. As a former petroleum engineer and CEO, he applies direct technical due diligence — including subsurface analysis — to every commitment. The firm does not employ a separate CIO or external investment committee.

### Does Charles Capital invest outside of oil and gas?

Yes. While hydrocarbons remain the largest allocation, the firm has expanded into solar and battery storage project finance in Texas and the Southwest. It also holds a venture portfolio that includes enterprise software and industrial technology, such as a position in Workrise (formerly RigUp). The 2022 investment in Solugen signals a growing appetite for bioindustrial technologies.

### How does Charles Capital source investment opportunities?

Deal flow comes primarily through Williams's personal network of operators, engineers, and private equity sponsors built over two decades in the Permian and Eagle Ford basins. The firm rarely participates in broad auction processes, instead sourcing proprietary opportunities through EnCap Investments, NGP Energy Capital, and other long-term relationships.

## Related profiles

- [Chapman Investment Management](https://altss.com/profile/chapman-investment-management-llc)
- [Chasan Capital Management](https://altss.com/profile/chasan-capital-management)

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Last updated: 2026-08-11T15:06:27.647Z

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