Overview
Assets Under Management: $143 million
Headquarters: CONCORD, NC
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
FOREST CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325514), FOREST CAPITAL is subject to fiduciary duty under federal law.
FOREST CAPITAL is headquartered in CONCORD, NC.
FOREST CAPITAL serves 67 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, FOREST CAPITAL offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FOREST CAPITAL manages $143 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, FOREST CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.21
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 247
Discretionary Accounts: 247
Regulatory Filings
CRD Number: 325514
Filing ID: 2041418
Last Filing Date: 2026-01-27 08:13:34