Forvis Mazars Capital Advisors, LLC

Overview

Forvis Mazars Capital Advisors, LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm has been SEC-registered since 1998. According to the profile, it is not a capital allocator and is not identified as an active ESG investor. The ownership is listed as a mix of a domestic entity and individual ownership. The profile does not list advisory activities, fee schedules, or a defined client base. The snapshot also indicates it is not a multi-state adviser, not a pension consultant, not a related adviser, and not a newly formed adviser. Those classifications, together with the investment-bank designation, suggest the firm’s regulatory and commercial posture is different from a traditional discretionary RIA focused on managing client portfolios.

Assets & Accounts

Location & Offices