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, SEC-registered investment adviser (registered in 2019) organized as an LLC. The firm serves individual and family clients and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines a percentage-of-AUM structure with fixed fees. The firm does not present itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$196M in ETFs
50%
$97.7M
27%
$98.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $18.9M | 210,488 | 9.65% |
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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