THE CAPITAL CHART ROOM, LTD
CRD #117980 SEC #801-60779 FORT WORTH, TX 817-801-6455
SEC Registered
Total AUM
$332.7M
Discretionary
$330.9M
Employees
8
Clients
26
Accounts
255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $332.7M | $330.9M | $1.7M | 8 | 0 |
| Mar 2025 | $332.7M | $330.9M | $1.7M | 9 | 0 |
| Mar 2024 | $338.7M | $326.5M | $12.2M | 7 | 0 |
| Mar 2024 | $338.7M | $326.5M | $12.2M | 7 | 0 |
| Mar 2024 | $338.7M | $326.5M | $12.2M | 7 | 0 |
| Apr 2023 | $260.8M | $260.5M | $273.9K | 7 | 0 |
| Apr 2023 | $260.8M | $260.5M | $273.9K | 6 | 0 |
| Mar 2023 | $260.8M | $260.5M | $273.9K | 6 | 0 |
| Mar 2022 | $308M | $307.6M | $362.2K | 6 | 0 |
| Mar 2021 | $246.1M | $245.7M | $327.4K | 6 | 0 |
| Jun 2020 | $191.2M | $190.8M | $412.3K | 5 | 0 |
| Mar 2020 | $191.2M | $190.8M | $412.3K | 5 | 0 |
| Mar 2019 | $168.3M | $168M | $335.9K | 5 | 0 |
| Mar 2018 | $307.4M | $307M | $342.1K | 4 | 0 |
| Mar 2017 | $262.9M | $262.6M | $288.1K | 6 | 26 |
| Dec 2016 | $261.9M | $261.1M | $738.3K | 5 | 26 |
| Apr 2016 | $261.9M | $261.1M | $738.3K | 5 | 26 |
| Mar 2016 | $261.9M | $261.1M | $738.3K | 5 | 26 |
| Oct 2015 | $223.9M | $223.2M | $719.1K | 5 | 26 |
| Mar 2015 | $223.9M | $223.2M | $719.1K | 5 | 26 |
| Mar 2014 | $212.9M | $212.1M | $797.1K | 7 | 26 |
| Mar 2013 | $154.1M | $153M | $1.1M | 5 | 26 |
| Oct 2012 | $118.4M | $116.3M | $2.2M | 1 | 26 |
| May 2012 | $118.4M | $116.3M | $2.2M | 1 | 26 |
| Mar 2012 | $118.4M | $116.3M | $2.2M | 1 | 26 |
| Mar 2011 | $110.5M | $108.3M | $2.3M | 5 | -- |
| Apr 2010 | $80.9M | $71.8M | $9.1M | 5 | -- |
| Mar 2009 | $59.1M | $49.2M | $9.9M | 5 | -- |
| Apr 2007 | $73.6M | $57.6M | $16M | 5 | -- |
| Mar 2006 | $62.4M | $48.5M | $13.8M | 5 | -- |
| Nov 2005 | $55M | $35.4M | $19.6M | 5 | -- |
| Mar 2004 | $49M | $0 | $49M | 5 | -- |
| Apr 2002 | $26.8M | $0 | $26.8M | 5 | -- |
| Mar 2002 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$332.7M
Discretionary$330.9M
Non-Disc.$1.7M
Employees8
Clients0
DateMar 2025
Total AUM$332.7M
Discretionary$330.9M
Non-Disc.$1.7M
Employees9
Clients0
DateMar 2024
Total AUM$338.7M
Discretionary$326.5M
Non-Disc.$12.2M
Employees7
Clients0
DateMar 2024
Total AUM$338.7M
Discretionary$326.5M
Non-Disc.$12.2M
Employees7
Clients0
DateMar 2024
Total AUM$338.7M
Discretionary$326.5M
Non-Disc.$12.2M
Employees7
Clients0
DateApr 2023
Total AUM$260.8M
Discretionary$260.5M
Non-Disc.$273.9K
Employees7
Clients0
DateApr 2023
Total AUM$260.8M
Discretionary$260.5M
Non-Disc.$273.9K
Employees6
Clients0
DateMar 2023
Total AUM$260.8M
Discretionary$260.5M
Non-Disc.$273.9K
Employees6
Clients0
DateMar 2022
Total AUM$308M
Discretionary$307.6M
Non-Disc.$362.2K
Employees6
Clients0
DateMar 2021
Total AUM$246.1M
Discretionary$245.7M
Non-Disc.$327.4K
Employees6
Clients0
DateJun 2020
Total AUM$191.2M
Discretionary$190.8M
Non-Disc.$412.3K
Employees5
Clients0
DateMar 2020
Total AUM$191.2M
Discretionary$190.8M
Non-Disc.$412.3K
Employees5
Clients0
DateMar 2019
Total AUM$168.3M
Discretionary$168M
Non-Disc.$335.9K
Employees5
Clients0
DateMar 2018
Total AUM$307.4M
Discretionary$307M
Non-Disc.$342.1K
Employees4
Clients0
DateMar 2017
Total AUM$262.9M
Discretionary$262.6M
Non-Disc.$288.1K
Employees6
Clients26
DateDec 2016
Total AUM$261.9M
Discretionary$261.1M
Non-Disc.$738.3K
Employees5
Clients26
DateApr 2016
Total AUM$261.9M
Discretionary$261.1M
Non-Disc.$738.3K
Employees5
Clients26
DateMar 2016
Total AUM$261.9M
Discretionary$261.1M
Non-Disc.$738.3K
Employees5
Clients26
DateOct 2015
Total AUM$223.9M
Discretionary$223.2M
Non-Disc.$719.1K
Employees5
Clients26
DateMar 2015
Total AUM$223.9M
Discretionary$223.2M
Non-Disc.$719.1K
Employees5
Clients26
DateMar 2014
Total AUM$212.9M
Discretionary$212.1M
Non-Disc.$797.1K
Employees7
Clients26
DateMar 2013
Total AUM$154.1M
Discretionary$153M
Non-Disc.$1.1M
Employees5
Clients26
DateOct 2012
Total AUM$118.4M
Discretionary$116.3M
Non-Disc.$2.2M
Employees1
Clients26
DateMay 2012
Total AUM$118.4M
Discretionary$116.3M
Non-Disc.$2.2M
Employees1
Clients26
DateMar 2012
Total AUM$118.4M
Discretionary$116.3M
Non-Disc.$2.2M
Employees1
Clients26
DateMar 2011
Total AUM$110.5M
Discretionary$108.3M
Non-Disc.$2.3M
Employees5
Clients--
DateApr 2010
Total AUM$80.9M
Discretionary$71.8M
Non-Disc.$9.1M
Employees5
Clients--
DateMar 2009
Total AUM$59.1M
Discretionary$49.2M
Non-Disc.$9.9M
Employees5
Clients--
DateApr 2007
Total AUM$73.6M
Discretionary$57.6M
Non-Disc.$16M
Employees5
Clients--
DateMar 2006
Total AUM$62.4M
Discretionary$48.5M
Non-Disc.$13.8M
Employees5
Clients--
DateNov 2005
Total AUM$55M
Discretionary$35.4M
Non-Disc.$19.6M
Employees5
Clients--
DateMar 2004
Total AUM$49M
Discretionary$0
Non-Disc.$49M
Employees5
Clients--
DateApr 2002
Total AUM$26.8M
Discretionary$0
Non-Disc.$26.8M
Employees5
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--