Charles David Fargason

Current Employers

Arcvest, Llc

Boston, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-01-27
TX	RA	APPROVED	2025-10-30

MA RA
APPROVED

Since 2026-01-27
TX RA
APPROVED

Since 2025-10-30

Branch Locations

Houston, TX • United States

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Vaughan Nelson Investment Management, L.P.	Houston	TX	04/2013	10/2024
Shiftsmart, Inc	New York	NY	03/2025	07/2025
Unemployed	Houston	TX	10/2024	03/2025
Unemployed	Houston	TX	08/2025	10/2025
Elc Advisors, Llc	Boston	MA	10/2025	Present

04/2013 → 10/2024

Vaughan Nelson Investment Management, L.P.

Houston, TX
03/2025 → 07/2025

Shiftsmart, Inc

New York, NY
10/2024 → 03/2025

Unemployed

Houston, TX
08/2025 → 10/2025

Unemployed

Houston, TX
10/2025 → Present

Elc Advisors, Llc

Boston, MA

Other Businesses

Independent Director on the Board of Directors of Carriage Services, Inc (CSV). Not investment related. Located in Houston, TX, USA. Public company in the deathcare business - manages funeral homes and cemetaries. From June 2023 to Present. Devote 4 full days per year during securities trading hours and ~20 hours / quarter after hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-13

S65 Uniform Investment Adviser Law Examination

2025-08-13

Other Names

Charles D Fargason
Chad Fargason

View on SEC IAPD