RIVERSIDE, ILCRD 139795Latest ADV February 20, 2026
Forest Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Riverside, IL. Its latest Form ADV filing, dated February 20, 2026, reports $231M in regulatory assets under management, 3 employees, and 468 accounts.
Assets Under Management
$231M
Employees
3
Offices
--
Total Clients
114
Primary office
RIVERSIDE, IL
345 E. BURLINGTON STREET, SUITE C1, RIVERSIDE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.2% of total clients.
Top client categories% of clientsClients
1
HNWI
48.2%
55
2
Individuals
44.7%
51
3
Pension Plans
7.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of February 20, 2026
Discretionary100.0%
$231M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$231M
Total Accounts468
10Y AUM Change+$100M (+76.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.