Forthright Capital

RIASEC RegisteredEst. 2023

Total AUM

$108M

Discretionary

$108M

100% of AUM

Avg account

$79K

Accounts

1,363

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 323596
Registered since: July 25, 2023
Website: forthrightcps.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals77.33%
HNWI21.3%
Corporations / Businesses1.14%
Pension & Profit Sharing Plans0.22%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Forthright Capital is an independent, LLC-structured registered investment adviser that opened for SEC registration in 2023. The firm operates as a capital allocator and serves both individual & family clients and institutional investors. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services, although the firm’s snapshot flags that it is not designated as a pension consultant. Compensation is flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee arrangements. Forthright Capital does not identify as an active ESG investor.