Charis Legacy Partners, LLC
Charis Legacy Partners, LLC is an SEC-registered investment adviser based in Bryan, Texas, founded in 2021. The firm specializes in charitable legacy planning, working predominantly with individuals and families who wish to incorporate charitable giving into their financial planning and estate planning. Charis Legacy Partners utilizes a holistic, fiduciary, and fee-only approach, emphasizing solutions such as Charitable Remainder Trusts and customized legacy strategies. As of early 2025, the firm reports having only one employee and serves clients focused on maximizing both giving impact and lifetime income.
Investment Strategy
Charis Legacy Partners focuses on legacy and charitable planning for individuals and families, especially those seeking to efficiently balance charitable ambitions with their own financial security. The firm implements strategies using vehicles such as Charitable Remainder Trusts and tailors portfolio management to maximize giving impact while minimizing taxes and longevity risk. Their fee-only fiduciary model incorporates personalized planning, with a strong emphasis on estate optimization, tax efficiency, and responsible stewardship, guiding clients through each financial decision to help establish and execute their legacy goals.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 21.78% | $14.6M | 23,842 | $534.90 | $612.38 | +$429.8K |
V VXUS | VANGUARD STAR FDS | 18.60% | $12.5M | 169,708 | $60.30 | $73.46 | +$1.4M |
V VXF | VANGUARD INDEX FDS | 8.17% | $5.5M | 26,174 | $190.06 | $209.34 | +$375.4K |
V VTI | VANGUARD INDEX FDS | 8.06% | $5.4M | 16,457 | $289.39 | $328.17 | +$84.4K |
B BND | VANGUARD BD INDEX FDS | 6.11% | $4.1M | 55,032 | $72.39 | $74.37 | +$741.6K |