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Founder, CEO, Chief Compliance Officer · Charis Legacy Partners

Scott R. Monk

CRD 6427211 · Named on Form ADV at one SEC-registered adviser

At a glance

Charis Legacy Partners, an SEC-registered wealth manager based in Bryan, TX with $133 million in regulatory assets, lists Scott R. Monk on its Form ADV as Founder, CEO, Chief Compliance Officer, a control person.

Firms and roles

  • Charis Legacy PartnersFounder, CEO, Chief Compliance OfficerWealth manager · Bryan, TX · $133M in regulatory assets

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.