FORTH CAPITAL (USA), LLC

Overview

Forth Capital (USA), LLC is an independent registered investment adviser that serves individuals and families with a mix of advisory and planning services. The firm emphasizes non-discretionary relationships — its reported assets are held in accounts where clients retain trading authority — and delivers financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Fee arrangements are mixed: percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. In terms of investment focus, Forth Capital leans on conventional pooled vehicles for core exposure while allocating selectively to alternatives, primarily real estate through external managers. The firm does not position itself as an active ESG investor. Its structure and service mix suggest a boutique advisory model that prioritizes advice, implementation oversight and client education rather than large-scale discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices