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| Happy Holidays!! thanks for using AUM13F!! |
| Forthright Capital Advisory LLC
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|---|---|
| CRD # | 323596 |
| SEC # | 801-128191 |
| CIK # | |
| AUM | $65.0 M (2025-05-16) |
| Employees | 28 (100% Investors, 0% Brokers) |
| Phone | 702-217-7676 |
| Address | 7251 W Lake Mead Blvd, Ste 300 Las Vegas, NV 89128 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 630 | 55.6 |
| (b) Individuals (high net worth individuals) | 6 | 8.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 882 | 65.0 |
| By Discretionary | ||
| Discretionary | 882 | 65.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 882 | 65.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.0 | |
| Total | 882 | 65.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nottingham Wealth Partners Inc
✚
|
NY | 0.1 |
|
Royale Asset Management LLC
✚
|
0.1 | |
|
Vesto Advisors LLC
✚
|
NY | 0.1 |
|
Sphinx Investments LLC
✚
|
VA | 0.1 |
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Beatrice Advisors LP
✚
|
NY | 0.1 |
|
VITA Planning Group LLC
✚
|
WA | 0.1 |
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
Planrock Wealth Management LLC
✚
|
TN | 0.1 |
|
Weigel Fiduciary Asset Management
✚
|
0.1 |