{
  "crd_number": 311968,
  "slug": "charis-legacy-partners-bryan-tx-311968",
  "primary_business_name": "CHARIS LEGACY PARTNERS",
  "legal_name": "CHARIS LEGACY PARTNERS, LLC",
  "dbas": [],
  "city": "Bryan",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "17780",
  "metro": {
    "cbsa_code": "17780",
    "common_name": "College Station",
    "msa_name": "College Station-Bryan, TX",
    "path": "/advisors/tx/college-station"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-11-27",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-22",
  "carried_forward": false,
  "raum_total": 132695803.0,
  "raum_discretionary": 132695803.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 12421478.0,
      "count": 22
    },
    "pension_profit_sharing": {
      "raum": 1289437.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 118984888.0,
      "count": 37
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "MA",
    "NH",
    "TX"
  ],
  "websites": [
    "https://charislegacy.com",
    "https://facebook.com/charislegacy",
    "https://linkedin.com/company/charis-legacy-partners",
    "https://linkedin.com/in/scottmonk",
    "https://twitter.com/CharisLegacy"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311968",
  "city_as_filed": "BRYAN",
  "url": "https://advisorcensus.com/firm/charis-legacy-partners-bryan-tx-311968",
  "display_name": "Charis Legacy Partners",
  "summary": "Charis Legacy Partners is an SEC-registered investment advisory firm in Bryan, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.",
  "citation": "AdvisorCensus. Charis Legacy Partners (CRD 311968): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Charis Legacy Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Charis Legacy Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Charis Legacy Partners located?",
      "a": "Charis Legacy Partners' principal office is in Bryan, TX, according to its Form ADV."
    },
    {
      "q": "Is Charis Legacy Partners registered with the SEC or a state?",
      "a": "Charis Legacy Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311968."
    },
    {
      "q": "How much does Charis Legacy Partners manage?",
      "a": "Charis Legacy Partners reports $132,695,803 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Charis Legacy Partners' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Charis Legacy Partners: Regulatory assets under management: $117,225,679 in the October 2025 data and $132,695,803 in the October 2026 data, up 13%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Charis Legacy Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (22); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Charis Legacy Partners use?",
      "a": "Charis Legacy Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Charis Legacy Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311968"
    },
    {
      "q": "Does Charis Legacy Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 9, 2026 says: \"We do not have a minimum account size requirement to open or maintain an account under our management.\""
    },
    {
      "q": "What changed in Charis Legacy Partners' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 117225679.0,
      "total_employees": 1,
      "filing_date": "2025-01-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 132695803.0,
      "total_employees": 1,
      "filing_date": "2026-05-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $117,225,679 to $132,695,803 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 9, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement to open or maintain an account under our management."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size requirement to open or maintain an account under our management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Vanguard Marketing Corporation",
      "name_as_filed": "VANGUARD MARKETING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/charis-legacy-partners-bryan-tx-311968.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 12421478.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 118984888.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1289437.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311968",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}