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Firm profile

Forthright Capital

LAS VEGAS, NVCRD 323596Registration Status: ApprovedEffective since July 25, 2023Latest ADV August 25, 2026

Forthright Capital Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 31, 2026, reports $108M in regulatory assets under management, 22 employees, 19 offices, and 1,363 accounts.

Assets Under Management
$108M
Employees
22
Offices
19 offices
Total Clients
987
Primary office
LAS VEGAS, NV
7251 W LAKE MEAD BLVD, STE 300, LAS VEGAS, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORichard B. Reed
CCORichard B. Reed

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
969
2
HNWI
0.9%
9
3
Pension Plans
0.5%
5
4
Corporations
0.4%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$108Mas of August 25, 2026
Discretionary100.0%
$108M
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.

Total AUM$108M
Total Accounts1,363
10Y AUM Change+$108M

Employee Growth by Quarter

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

Total Employees22
Clients per Employee45:1
10Y Employee Change+18 (+450.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.

* 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.