Firm profile

FOREFRONT ASSET MANAGEMENT, LLC

VIRGINIA BEACH, VACRD 281118Latest ADV January 29, 2026

Forefront Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated January 29, 2026, reports $137M in regulatory assets under management, 4 employees, 1 office, and 781 accounts.

Assets Under Management
$137M
Employees
4
Offices
1 office
Total Clients
322
Primary office
VIRGINIA BEACH, VA
1209 INDEPENDENCE BOULEVARD, SUITE 106, VIRGINIA BEACH, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew A. Umlauf

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.7% of total clients.
Top client categories% of clientsClients
1
Individuals
85.7%
276
2
HNWI
9.6%
31
3
Pension Plans
1.9%
6
4
Corporations
1.6%
5
5
Charitable
1.2%
4
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$137Mas of January 29, 2026
Discretionary91.8%
$126M
92% of total RAUM91.8%
Non-discretionary8.2%
$11M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$137M
Total Accounts781
10Y AUM Change+$14M (+11.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee81:1
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.