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Charis Legacy Partners, LLC

● SEC registered since 2024CRD 311968SEC# 801-131532Bryan, TX
Export (members)
Reg. AUM
$132.7M
Employees
1
Accounts
244
Location
Bryan, TX

Charis Legacy Partners, LLC assets under management

Charis Legacy Partners, LLC is an SEC-registered investment adviser based in Bryan, TX. The firm has been registered since 2024. It reports $132.7 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/scottmonkView on SEC.gov ↗

Charis Legacy Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Scott Ryan Monk ControlFounder, Ceo, Chief Compliance OfficerUnder 5%2020
Wks Ventures Irrevocable Trust ControlMemberOver 75%2021
Scott Ryan Monk ControlTrustee—2021

Frequently asked questions

How much does Charis Legacy Partners, LLC manage?

Charis Legacy Partners, LLC reports $132.7 million in regulatory assets under management on its Form ADV.

How many employees does Charis Legacy Partners, LLC have?

Charis Legacy Partners, LLC reports 1 employees.

Where is Charis Legacy Partners, LLC located?

Charis Legacy Partners, LLC is based in Bryan, TX and has been SEC-registered since 2024.

Does Charis Legacy Partners, LLC disclose fund performance?

Charis Legacy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1716 Briarcrest Dr, Suite 300, Bryan, TX 77802
Phone979-406-7875
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.7M
Non-discretionary$0
Total (RAUM)$132.7M