Overview
Assets Under Management: $1.5 billion
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 355
Average Client Assets: $3 million
Frequently Asked Questions
FORTE CAPITAL LLC 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 #109941), FORTE CAPITAL LLC is subject to fiduciary duty under federal law.
FORTE CAPITAL LLC is headquartered in ROCHESTER, NY.
FORTE CAPITAL LLC serves 355 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, FORTE CAPITAL LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FORTE CAPITAL LLC manages $1.5 billion in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, FORTE CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 355
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,180
Discretionary Accounts: 2,161
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 109941
Last Filing Date: 2025-02-20 00:00:00
Website: https://forte-capital.com