# Charis Legacy Partners

> 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.

- CRD: 311968
- Filed as: CHARIS LEGACY PARTNERS
- Legal name: Charis Legacy Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bryan, TX
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311968
- AdvisorCensus page: https://advisorcensus.com/firm/charis-legacy-partners-bryan-tx-311968

## Quick answers

**How is Charis Legacy Partners compensated?**
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.

**Where is Charis Legacy Partners located?**
Charis Legacy Partners' principal office is in Bryan, TX, according to its Form ADV.

**Is Charis Legacy Partners registered with the SEC or a state?**
Charis Legacy Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311968.

**How much does Charis Legacy Partners manage?**
Charis Legacy Partners reports $132,695,803 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**How have Charis Legacy Partners' assets and staff changed since 2025?**
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.

**What types of clients does Charis Legacy Partners serve?**
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).

**Which custodians does Charis Legacy Partners use?**
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.

**Does Charis Legacy Partners report any disciplinary disclosures?**
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

**Does Charis Legacy Partners state an account minimum?**
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."

**What changed in Charis Legacy Partners' recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 9, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain an account under our management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Vanguard Marketing Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $132,695,803
- Discretionary: $132,695,803
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $12,421,478 |
| High net worth individuals | 37 | $118,984,888 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,289,437 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- charislegacy.com
- Facebook @charislegacy
- LinkedIn @charis-legacy-partners
- LinkedIn @scottmonk
- X @CharisLegacy

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $117,225,679 | 1 | January 27, 2025 |
| October 2026 | $132,695,803 | 1 | May 22, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in AZ.

### February 2026
- Regulatory assets under management went from $117,225,679 to $132,695,803 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Charis Legacy Partners (CRD 311968): Form ADV filing data as of October 2026.