Charis Legacy Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
Charis Legacy Partners reports 60 clients. They include 37 high-net-worth individuals, 22 individual clients and 1 pension or profit-sharing plan. Of its assets, 100.0% ($133M across 244 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 9% |
| High-net-worth individuals | 62% | 90% |
| Pension and profit-sharing plans | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 22 | $12.4M | 9.4% | $565K |
| High-net-worth individuals | 37 | $119M | 89.7% | $3.22M |
| Pension and profit-sharing plans | Fewer than 5 | $1.29M | 1.0% | $1.29M |
| Total | 60 | $133M | 100% | — |
- Clients
- 22
- Regulatory AUM
- $12.4M
- AUM share
- 9.4%
- Avg. per client
- $565K
- Clients
- 37
- Regulatory AUM
- $119M
- AUM share
- 89.7%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.29M
- AUM share
- 1.0%
- Avg. per client
- $1.29M
Total
- Clients
- 60
- Regulatory AUM
- $133M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Charis Legacy Partners charges 0.70%–1.00% a year for its Investment Management and Financial Planning. The fee is billed in arrears, is negotiable and has a $7,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- One-Time Financial Plan
- One-time financial plans are billed at $499 an hour, with half due on signing and the rest on completion.
- Retirement Plan Management
- Plan assets are charged on the same schedule as investment management: 1.00% to 0.70% a year, billed quarterly in arrears.
WKS Ventures Irrevocable Trust owns 75% or more of Charis Legacy Partners. The leadership team of Charis Legacy Partners includes Chief Compliance Officer Scott Monk. It has 1 employee.
Leadership
Scott MonkFounder, CEO, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 soliciting firm
- Owns 75% or more of Charis Legacy Partners, LLC
WKS Ventures Irrevocable Trust
Control person · since August 2021
Scott Monk
Trustee · Control person · since July 2021
Charis Legacy Partners’ regulatory assets grew from $117M (January 2025) to $133M (May 2026); clients rose from 56 to 60 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $133M | 60 | 1 | 1 |
| Jan 2025January 2025 | $117M | 56 | 1 | 1 |
Besides its headquarters, Charis Legacy Partners has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1716 Briarcrest DR, Suite 300, BryanHQ
Contact and registration details
- Legal name
- Charis Legacy Partners, LLC
- Headquarters
- 1716 Briarcrest DR, Suite 300, Bryan, TX 77802
- Website
- charislegacy.com
- Phone
- 979-406-7875
- @charis-legacy-partners
- SEC file
- 801-131532
- Structure
- Texas LLC
- Fiscal year end
- December
Charis Legacy Partners’ named custodians for separately managed accounts are Charles Schwab ($114M, 86%) and Vanguard Marketing ($18.8M, 14%). Charis Legacy Partners does not have custody of client assets.
- Vanguard MarketingVanguard Marketing Corporation · Malvern, PA · $18.8M14%
- Charles SchwabCharles Schwab & Co., Inc. · Dallas, TX · $114M86%
At year end, Charis Legacy Partners’ separately managed accounts were mostly in funds (85%). Its reported 13F holdings for the quarter ended 30 June 2026 total $81.3M across 28 positions; the largest are Vanguard Index Fds (21.0%), Vanguard Star Fds (19.7%) and Vanguard Index Fds (8.3%).
What the accounts hold
- Stocks3%
- Funds85%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash9%
Reported 13F holdings
- $81.3M
- Reported 13F value
- 28
- Positions
- 83.7%
- In the 10 largest
- +18.9%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs21.0%
- Vanguard Star Fds · VG TL Intl Stk F19.7%
- Vanguard Index Fds · Extend Mkt ETF8.3%
- Vanguard Index Fds · Total Stk Mkt8.1%
- KLA Corp.6.8%
- Vanguard BD Index Fds · Total Bnd Mrkt6.4%
- Wisdomtree TR · Floatng Rat Trea4.3%
- Vanguard Charlotte Fds · Total Int BD ETF3.1%
- Vanguard Intl Equity Index F · Allwrld EX US3.1%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt2.8%
Together, the ten largest are 83.7% of reported value.
How many clients does Charis Legacy Partners have?
Charis Legacy Partners has 60 clients and manages $133 million for them, as of May 2026. They include 37 high-net-worth individuals, 22 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Charis Legacy Partners offer?
Charis Legacy Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Charis Legacy Partners charge?
Charis Legacy Partners charges 0.70%–1.00% a year for its Investment Management and Financial Planning. The fee is billed in arrears, is negotiable and has a $7,500 annual minimum.
Which custodians does Charis Legacy Partners use?
Charis Legacy Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Dallas, TX), with $114M and Vanguard Marketing Corporation (Malvern, PA), with $18.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does Charis Legacy Partners have?
Charis Legacy Partners has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Charis Legacy Partners invest in?
At the end of its last fiscal year, Charis Legacy Partners’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 3% exchange-traded equities, 2% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Charis Legacy Partners?
Charis Legacy Partners’ direct owner is WKS Ventures Irrevocable Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Charis Legacy Partners get paid?
Charis Legacy Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Charis Legacy Partners?
Charis Legacy Partners’ main office is at 1716 Briarcrest DR, Suite 300, Bryan, TX 77802. Its phone number is 979-406-7875. Its website is charislegacy.com.