No one at Charis Legacy Partners has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Charis Legacy Partners's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
The firms Charis Legacy Partners works with. Tools marked “spotted on their website” are linked from or built into Charis Legacy Partners's own website (a client login, a scheduling link, a form).
