Investment adviser · CRD 325514
FOREST CAPITAL
Investment adviser filing (IA)
FOREST CAPITAL OPERATING COMPANY LLC
CHARLOTTE, NC, United States · Form ADV filed Jul 7, 2026
- Regulatory AUM
- $143M Form ADV · Item 5.F
- Client accounts
- 247 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 67 | $109,096,756 | 76.2% |
| Individuals | 85 | $24,336,233 | 17.0% |
| Corporations & businesses | Fewer than 5 | $6,877,714 | 4.8% |
| Insurance companies | Fewer than 5 | $2,841,237 | 2.0% |
Filing source
Form ADV 2117675 · Jul 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
6201 FAIRVIEW ROAD, SUITE 200, PMB 17336509CHARLOTTE, NC, 28210, United States
CRD 325514
Filing source
Form ADV 2117675 · Jul 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.