The Capital Chart Room, LTD

$400.9MAssets under management
as of Sep 2026 · SEC Form ADV
Fort Worth, TX
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Tech stack

No one at The Capital Chart Room, LTD has shared their stack yet. Tools marked “spotted on their website” are linked from or built into The Capital Chart Room, LTD'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.

Custodial Platform
Fidelity
Per Form ADV · $266M held · filed Mar 2024
Brown Brothers Harriman Investments, LLC
Per Form ADV · $62M held · filed Mar 2024