Forest Capital

Forest Capital (CRD# 130073) is a financial advisory firm headquartered in Concord, NC. They manage $131,904,336 in 166 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $794,604
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
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 - 3 of 3 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
Jeffrey S. Stewart
CRD#: 2598321
300 Mcgill Avenue, Concord, NC 28027
96
Wealthminder
score

Jeffrey Stewart (CRD# 2598321) is an Investment Advisor Representative working at Forest Capital in Concord, NC and has over 22 years of experience in the finance industry.

3
Dimitri Triantafyllides
CRD#: 1977283
300 Mcgill Avenue, Suite 200, Concord, NC 28027
96
Wealthminder
score

Dimitri Triantafyllides (CRD# 1977283) is an Investment Advisor Representative working at Forest Capital in Concord, NC and has over 28 years of experience in the finance industry.

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