Chace Davis Prothe
Investment adviser representative at The Capital Chart Room, Ltd
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$400.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Capital Chart Room, LtdMay 2024 to now
- UnemployedAug 2022 to Apr 2024
- Taco LuchaMay 2021 to Jun 2022
- UnemployedAug 2020 to Apr 2021
- American Century InvestmentsMay 2020 to Jul 2020
- UnemployedJan 2020 to Apr 2020
- Powercat FinancialSep 2019 to Dec 2019
- UnemployedSep 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Capital Chart Room, Ltd
$400.9MAssets managed
65Clients
4Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7217075
- Firm CRD
- 117980