CHARIS LEGACY PARTNERS, LLC
Legal name: CHARIS LEGACY PARTNERS
CRD #311968 SEC #801-131532 BRYAN, TX 979-406-7875
SEC Registered
Total AUM
$117.2M
Discretionary
$109.5M
Employees
1
Clients
51
Accounts
196
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MONK, SCOTT, RYAN | I | FOUNDER, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MONK, SCOTT, RYAN | I | FOUNDER, CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WKS VENTURES IRREVOCABLE TRUST | DE | MEMBER | E | Control |
| WKS VENTURES IRREVOCABLE TRUST | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MONK, SCOTT, RYAN | I | WKS VENTURES IRREVOCABLE TRUST | F | Control |
Registrations
Federal
IA
Jan 27, 2025 REGISTERED
Notice Filings (4)
CA MA NH TX
Address
1716 BRIARCREST DRSUITE 300
BRYAN, TX 77802
United States
Phone: 979-406-7875