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AFT, Forsyth and Company, Inc.

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Client assets under management

$258,578,067

Clients

71

56% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

36

Low

Average account size

$3,641,945

About

Aft, Forsyth and Company, Inc. provides discretionary portfolio management primarily for individual and trust clients, including high‑net‑worth individuals, tailoring strategies to client risk tolerance, time horizon, and liquidity needs. The firm charges asset‑based fees billed monthly and generally applies a multi‑million dollar account minimum that it may waive in select cases.

The firm blends fundamental, technical, general market and economic analysis to build portfolios that use cash, equities, fixed income and ETFs, and it may hold concentrated positions or exclude certain asset classes for extended periods depending on market conditions. Clients grant written discretionary authority subject to any client‑imposed guidelines, and the firm conducts ongoing supervision and periodic re‑optimization of portfolios.

Noteworthy for a firm of its size, Aft, Forsyth manages a substantial pool of assets relative to its small advisory team, reflecting a high level of assets per advisor and a compact client base. The firm is affiliated with another SEC‑registered investment adviser (it holds ownership interests and senior personnel devote part of their time to that affiliated adviser), and senior staff hold professional credentials such as CPA and CFA, which inform its compliance and advisory structure.

Client services

Portfolio management

Expertise

Concentrated stock management

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Fee options

Percentage

$0 - $2,000,000: 0.12% monthly $2,000,001 - $5,000,000: 0.09% monthly $5,000,001+: 0.07% monthly

Other

Account minimum: $2,000,000

Main office location

AFT, Forsyth and Company, Inc.

4171 Main Street

Jupiter FL 33458, United States

Number of offices

1

Most active in

More info

Florida

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

561-296-6680

Advisors at this firm

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user avatar

Charles S

Series 63, Series 65

Valrico, FL

AFT, Forsyth and Company, Inc.

Charles Sober is a financial advisor with Aft, Forsyth & Sober, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Aft, Forsyth & Sober, LLC since 2012 and also works with Aft, Forsyth And Company, Inc. Outside of his advisory role, he serves on the board and the enterprise risk management committee of U.S. Epperson Underwriting Company, an insurance underwriting firm. Aft, Forsyth & Sober, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trust accounts, and foundations. The firm manages approximately $323.5 million in assets, focusing on long-term strategies including a disaster protection approach and flexible asset allocation, with a predominantly non-discretionary management style.

Concentrated stock management
user avatar

Larry A

CFA®, Series 63

Jupiter, FL

AFT, Forsyth and Company, Inc.

Larry Aft is a CFA® charterholder with 20 years of industry experience. He has been with AFT, Forsyth & Sober, LLC since 2012 and has worked with its affiliated firm, AFT, Forsyth and Company, Inc., since 2005. AFT, Forsyth & Sober, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trust accounts, and foundations. The firm manages approximately $323.5 million in assets across six client relationships, focusing on long-term strategies that include a disaster-protection “Line in the Sand” approach and Flexible Asset Allocation.

Concentrated stock management
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