Forthright Wealth Management, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 220515
- Registered since
- May 6, 2015
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.22%
- Individuals12.24%
- Corporations / Businesses1.51%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Forthright Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2015 and operates as a limited liability company owned by domestic parties and individuals. The firm serves both individual and institutional clients and charges fees based on a percentage of assets under management. Core advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers or advisers when appropriate. Forthright identifies as a capital allocator and is not an active ESG investor.
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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds30%
- US Government Bonds6%
- Cash & Cash Equivalents6%
- Other2%
Owners & executives
3 of 4
Brian Johnston
Chief Investment Officer & Managing PartnerCRD 4590332
John Ellis
Chief Technology OfficerCRD 5422812
Jeff Wills
Chief Operating OfficerCRD 5131854
Contacts
3 of 3
Carson Fields
Financial AdvisorCRD 7365017
Charles Arnold
Financial AdvisorCRD 7881639
Stephen Amason
Financial AdvisorCRD 8053353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$370M in ETFs
82%
$302M
17%
$68M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $52.3M | 76,085 | 14.14% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 11780 Northfall Ln
- Time zone
- ET (UTC-5)
- Office locations
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