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Director of Financial Planning & Director of Operations · The Capital Chart Room, LTD

Victor K. Heetai

CRD 6949250 · Named on Form ADV at one SEC-registered adviser

At a glance

The Capital Chart Room, LTD, an SEC-registered asset manager based in Fort Worth, TX with $401 million in regulatory assets, lists Victor K. Heetai on its Form ADV as Director of Financial Planning & Director of Operations.

Firms and roles

  • The Capital Chart Room, LTDDirector of Financial Planning & Director of OperationsAsset manager · Fort Worth, TX · $401M in regulatory assets

AtlasMembers

Victor’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
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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.

Colleagues named on the same filings

  • Jeffrey M. HollerPresident, CEO & Chief Compliance Officer, The Capital Chart Room, LTD

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Victor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.