Ryan
Solt
The Capital Chart Room, LTD
Answer a few questions and
get matched with an advisor.
About this Advisor
Ryan Solt is a financial advisor based in Fort Worth, Texas. Solt is currently employed by The Capital Chart Room, LTD. During their career, Solt has held roles at Muscatine High School, Tcu, American United Life, Hni, Oneamerica Securities, Coiner Enterprises LLC, School, Integrity Financial Group, The Capital Chart Room and The Capital Chart Room, LTD. Solt maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Texas. The Capital Chart Room, LTD is a registered investment firm operating out of Fort Worth, TX. It oversees $261 million in assets under management among its 193 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves one charitable organizations. Of its 193 client accounts, 26% are associated with high-net-worth individuals who have at least $1 million in investable assets. The Capital Chart Room, LTD provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which service is offered. However, fees billed by The Capital Chart Room, LTD can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Capital Chart Room, LTD Brokerage Details
$260,754,455
6
193
$1,351,059
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Ryan Solt Work History
Ryan has been registered as a financial advisor for 0 years.*
The Capital Chart Room
Coiner Enterprises LLC
The Capital Chart Room, LTD
American United Life
Oneamerica Securities
Integrity Financial Group
Hni
Hni
Hni
Tcu
School
Muscatine High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Solt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Capital Chart Room, LTD
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
