Forest Capital
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 325514
- Registered since
- March 30, 2023
- Website
- forestcapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.21%
- Individuals17%
- Corporations / Businesses4.8%
- Insurance Companies1.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Forest Capital is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm charges fees as a percentage of assets under management and serves both private clients (individuals and families) and institutional accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Forest Capital does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds40%
- Exchange Traded Equities21%
- State & Local Bonds19%
- Non-Investment Grade Corp Bonds8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Dimitri Triantafyllides
Chief Investment OfficerCRD 1977283
Contacts
2 of 2
Carey Mcclure
DirectorCRD 4194240
Dana Coulter
Operations ManagerCRD 7476307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 6201 Fairview Rd
- Time zone
- ET (UTC-5)
- Office locations
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