Investment adviser · CRD 311968
CHARIS LEGACY PARTNERS
Investment adviser filing (IA)
CHARIS LEGACY PARTNERS, LLC
BRYAN, TX, United States · Form ADV filed May 22, 2026
- Regulatory AUM
- $133M Form ADV · Item 5.F
- Client accounts
- 244 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $118,984,888 | 89.7% |
| Individuals | 22 | $12,421,478 | 9.4% |
| Retirement plans | Fewer than 5 | $1,289,437 | 1.0% |
Filing source
Form ADV 2107930 · May 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
1716 BRIARCREST DR, SUITE 300BRYAN, TX, 77802, United States
CRD 311968
Filing source
Form ADV 2107930 · May 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.