Investment adviser · CRD 130073
FOREST CAPITAL
Investment adviser filing (IA)
FOREST CAPITAL CORP.
CONCORD, NC, United States · Form ADV filed Feb 13, 2020
- Regulatory AUM
- $193M Form ADV · Item 5.F
- Client accounts
- 411 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 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 | 164 | $152,840,974 | 79.4% |
| Individuals | 44 | $39,736,630 | 20.6% |
Filing source
Form ADV 1370008 · Feb 13, 2020 · 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: Feb 13, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
300 MCGILL AVENUE, SUITE 200CONCORD, NC, 28027, United States
CRD 130073
Filing source
Form ADV 1370008 · Feb 13, 2020 · 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.