Forte Capital LLC

Forte Capital LLC (CRD# 109941) is a financial advisory firm headquartered in Rochester, NY. They manage $683,108,179 in 2,127 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    683
    MILLION
  • Total Number of Accounts
    2,127
    ACCOUNTS
  • Average Account Value
    $321,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, SC, TX

Financial Advisors at Forte Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher B. Marvin
CRD#: 1744205
95 Allens Creek Road, Building 1, Suite 201, Rochester, NY 14618
93
Wealthminder
score

Christopher Marvin (CRD# 1744205) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 25 years of experience in the finance industry.

2
Richard B. Nathan
CRD#: 1596225
Raleigh, NC
93
Wealthminder
score

Richard Nathan (CRD# 1596225) is an Investment Advisor Representative working at Forte Capital LLC in Raleigh, NC and has over 30 years of experience in the finance industry.

3
David W. Henion
CRD#: 4390559
15 State Street, Pittsford, NY 14534
87
Wealthminder
score

David Henion (CRD# 4390559) is an Investment Advisor Representative working at Forte Capital LLC in Pittsford, NY and has 1 year of experience in the finance industry.

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