Be advised. This firm is no longer registered.

Forest Capital

Forest Capital (CRD# 130073) is a financial advisory firm headquartered in Concord, NC. They manage $192,577,604 in 411 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $468,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

MO, NC

Financial Advisors at Forest Capital
No Advisor Found.
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