FOREST CAPITAL

300 Mcgill Ave Nw Ste 200
Concord, North Carolina 28027
Tel: 704.533.9876

About FOREST CAPITAL

FOREST CAPITAL, formally registered with the SEC as FOREST CAPITAL. The firm was established in 03/30/2023. They have over 1 offices throughout the country.

FOREST CAPITAL is a Concord, North Carolina based Financial Planning firm with nearly $134,294,975 assets under management, offering retirement planning & investment advisory services to 252 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325514
SEC#	801-127542
Assets Managed by Firm	$134,294,975
No. of Clients	252
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	252	$134,294,975
Individuals (other than high net worth individuals)	109	$44,372,511
High net worth individuals	40	$81,197,193
Corporations or other businesses	4	$7,666,840

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