Forest Capital Management, LLC

Forest Capital Management, LLC (CRD# 171659) is a financial advisory firm headquartered in Chicago, IL. They manage $233,823,800 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $6,495,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Forest Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin T. Olson
CRD#: 4809389
1 E. Wacker Drive, Suite 2510, Chicago, IL 60601
93
Wealthminder
score

Benjamin Olson (CRD# 4809389) is an Investment Advisor Representative working at Forest Capital Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

2
Charles M. Waddell
CRD#: 5268768
1 E. Wacker Drive, Suite 2510, Chicago, IL 60601
89
Wealthminder
score

Charles Waddell (CRD# 5268768) is an Investment Advisor Representative working at Forest Capital Management, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

3
Brian C. Jessen
CRD#: 6535716
1 East Wacker, Suite 2505, Chicago, IL 60601
88
Wealthminder
score

Brian Jessen (CRD# 6535716) is an Investment Advisor Representative working at Forest Capital Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

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