$132.7M Total AUM
$132.7M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-26-2021
- Office Locations
- 1
Office Locations
1716 Briarcrest DR Suite 300 Bryan TX
About Charis Legacy Partners
Charis Legacy Partners is a boutique, fee-only advisory focused on charitable and inheritance legacy planning for clients who want giving to be central to their financial goals. The firm combines cashflow, tax, estate and insurance planning with ongoing investment management to build a customized legacy roadmap and help implement it. Member of XY Planning Network and NAPFA.
Team overview
-- AVG AGE
$132.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Client Personas
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CRM
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Fund Managers
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Investment Themes
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Services
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Technology
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Owner & Executives
SCOTT RYAN MONK
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Partner
- CRD
- #6427211
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,695,803 | $543,835 |
| Non-Discretionary | $0 | -- |
| Total | $132,695,803 | $543,835 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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