Forest Capital Management, LLC

Forest Capital Management, LLC (CRD# 171659) is a financial advisory firm headquartered in Naples, FL. They manage $2,030,144,168 in 102 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1048 Goodlette Frank Rd., Suite 202, Naples, FL 34102
https://www.linkedin.com/company/forest-capital-management/
By the Numbers
  • Total Assets Under Management
    2,030
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $19,903,374
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, NJ, PA, VA

Financial Advisors at Forest Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mallory Grove, financial advisor Naples FL
Mallory M. Grove
CRD#: 6945850
1048 Goodlette Frank Rd., Suite 202, Naples, FL 34102

Mallory Grove (CRD# 6945850) is an Investment Advisor Representative working at Forest Capital Management, LLC in Naples, FL and has over 5 years of experience in the finance industry.

2
Brian Jessen, financial advisor Naples FL
Brian C. Jessen
CRD#: 6535716
1048 Goodlette Frank Rd., Suite 202, Naples, FL 34102

Brian Jessen (CRD# 6535716) is an Investment Advisor Representative working at Forest Capital Management, LLC in Naples, FL and has over 9 years of experience in the finance industry.

3
Alexander Clegg, financial advisor Naples FL
Alexander W. Clegg
CRD#: 7179809
1048 Goodlette Frank Rd., Suite 202, Naples, FL 34102

Alexander Clegg (CRD# 7179809) is an Investment Advisor Representative working at Forest Capital Management, LLC in Naples, FL and has over 4 years of experience in the finance industry.

4
Scott Danes, financial advisor Chicago IL
Scott J. Danes
CRD#: 7250102
325 W. Huron, Suite 401, Chicago, IL 60654

Scott Danes (CRD# 7250102) is an Investment Advisor Representative working at Forest Capital Management, LLC in Chicago, IL and has over 3 years of experience in the finance industry.

5
Harry Hughes, financial advisor Hoboken NJ
Harry J. Hughes
CRD#: 7723954
Hoboken, NJ

Harry Hughes (CRD# 7723954) is an Investment Advisor Representative working at Forest Capital Management, LLC in Hoboken, NJ and has 1 year of experience in the finance industry.

6
Travis Johnson, financial advisor Chicago IL
Travis Johnson
CRD#: 7502090
448 N. Lasalle, 9th Floor, Chicago, IL 60654

Travis Johnson (CRD# 7502090) is an Investment Advisor Representative working at Forest Capital Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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