Forest Capital

Forest Capital (CRD# 130073) is a financial advisory firm headquartered in Charlotte, NC. They manage $113,365,000 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $1,090,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MO, NC

Financial Advisors at Forest Capital
Showing 1 - 2 of 2 top financial advisors.
1
Julien B. Booth
CRD#: 2927147
2400 Crownpoint Executive Drive, Suite 200, Charlotte, NC 28227
98
Wealthminder
score
Julien Booth (CRD# 2927147) is an Investment Advisor Representative working at Forest Capital in Charlotte, NC and has over 12 years of experience in the finance industry.
2
Dimitri Triantafyllides
CRD#: 1977283
2400 Crownpoint Executive Drive, Suite 200, Charlotte, NC 28227
96
Wealthminder
score

Dimitri Triantafyllides (CRD# 1977283) is an Investment Advisor Representative working at Forest Capital in Charlotte, NC and has over 27 years of experience in the finance industry.

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