Forthright Capital Advisory LLC

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Assets, Funds, Holdings

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Forthright Capital Advisory LLC
CRD #323596
SEC #801-126870
CIK #
AUM $6.3 MM (2023-03-17)
Employees 4 (25% Investors, 0% Brokers)
Phone702-562-4338
Address7251 W Lake Mead Blvd, Ste 300
Las Vegas, NV 89128
Source [IAPD] [Website]
Total AUM ($MM)
7.56.04.53.01.50.02010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Comparable Firms State AUM ($BB)
Brightplan LLC
CA 0.0
Pacific Equity LLC
0.0
Blue Ocean Investment Partners Limited
0.0
Johnson Wealth Management LLC
ND 0.0
Stillwater Capital Management LLC
CA 0.0
Macro Strategy Advisors Group LLC
FL 0.0
Nuclo Wealth LLC
TX 0.0
Honeytree Investment Management Ltd
0.0
MCA Cross Border Advisors Inc
0.0
Christensen Group Financial LLC
MN 0.0
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