Overview
Assets Under Management: $1.2 billion
Headquarters: EDMOND, OK
High-Net-Worth Clients: 904
Average Client Assets: $703,909
Frequently Asked Questions
FORGE FINANCIAL 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 #306480), FORGE FINANCIAL is subject to fiduciary duty under federal law.
FORGE FINANCIAL is headquartered in EDMOND, OK.
FORGE FINANCIAL serves 904 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, FORGE FINANCIAL offers portfolio management for individuals and selection of other advisors. View all service details ↓
FORGE FINANCIAL manages $1.2 billion in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, FORGE FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 904
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.96
Average High-Net-Worth Client Assets: $703,909
Total Client Accounts: 6,594
Discretionary Accounts: 6,594
Regulatory Filings
CRD Number: 306480
Filing ID: 2029120
Last Filing Date: 2025-11-20 16:25:23
Website: 1