The Capital Chart Room, Ltd
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 117980
- SEC number
- 801-60779
- Firm type
- RIA
- Assets under management
- $400.9M as of Mar 6, 2026
- Website
- www.linkedin.com/company/the-capital-chart-room-ltd/?viewAsMember=true ↗
- Phone
- 817-801-6455
- Address
- 2821 West 7th Street, Fort Worth, TX, 76107-8912
Advisors at this firm
3 in our index · page 1 of 1
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Jeffrey Mark HollerCRD 1888455 · Fort Worth, TXIA RegisteredRegistration inactive
-
David Christopher HopkinsCRD 4263836 · Fort Worth, TXIA RegisteredRegistration inactive
-
Victor Kushal HeetaiCRD 6949250 · Fort Worth, TXIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 117980 ↗
FINRA BrokerCheck record for firm CRD 117980 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.