Investment adviser representative · The Capital Chart Room, Ltd.
David C. Hopkins
CRD 4263836 · Fort Worth, TX
At a glance
David C. Hopkins is an investment adviser representative with The Capital Chart Room, Ltd. in Fort Worth, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The Capital Chart Room, Ltd.Since January 2016Fort Worth, TX · $401M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at The Capital Chart Room, Ltd.
- Victor K. HeetaiFort Worth · Certified Financial Planner
- Jeffrey M. HollerFort Worth · Certified Financial Planner
- Chace D. ProtheFort Worth · Certified Financial Planner
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