FORTHRIGHT FAMILY WEALTH ADVISORY LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 304547
- Registered since
- August 13, 2019
- Website
- forthrightwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.69%
- Individuals1.31%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Forthright Family Wealth Advisory LLC is an independent registered investment adviser formed as an LLC and operating as a capital allocator for individual and family clients. The firm was registered with the SEC in 2019 and combines financial planning with discretionary portfolio management for individuals and small businesses. It also performs manager selection for third‑party advisers when appropriate. The firm charges asset‑based fees and flat fees, and its stated advisory services include comprehensive financial planning, portfolio management and selecting outside managers. Forthright does not identify as an active ESG investor and does not position itself as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents13%
- Exchange Traded Equities7%
- Private Funds1%
Contacts
1 of 1NEAL CARLSON
Founder & Managing DirectorCRD 4985231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$190M in ETFs
50%
$95.6M
4%
$94.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $43.6M | 708,568 | 22.94% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 825 Town Country Ln
- Time zone
- CT (UTC-6)
- Office locations
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