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CHARIS LEGACY PARTNERS

BRYAN, TX · CRD 311968 · IAPD ↗ · 979-406-7875

$132.7MRegulatory AUM
1Advisory reps
1Employees
2Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — CHARIS LEGACY PARTNERS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — CHARIS LEGACY PARTNERS (BRYAN, TX) is newly SEC-registered with $102.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.