Forest Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Concord, NC. Its latest Form ADV filing, dated January 27, 2026, reports $143M in regulatory assets under management, 4 employees, and 247 accounts.
Assets Under Management
$143M
Employees
4
Offices
--
Total Clients
155
Primary office
CONCORD, NC
300 MCGILL AVE NW STE 200, CONCORD, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.8% of total clients.
Top client categories% of clientsClients
1
Individuals
54.8%
85
2
HNWI
43.2%
67
3
Corporations
1.3%
2
4
Insurance Cos.
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of January 27, 2026
Discretionary100.0%
$143M
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$143M
Total Accounts247
10Y AUM Change+$143M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change+1 (+33.3%)
* 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.