Aft, Forsyth And Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aft, Forsyth and Company, Inc. provides discretionary portfolio management for individual and trust clients, including high‑net‑worth households, tailoring portfolios to client objectives, risk tolerance, time horizon and liquidity needs. The firm generally charges asset‑based fees and provides continuous supervision and re‑optimization of client accounts.
Its investment process combines fundamental, technical and general market/economic analysis across equities, fixed income and cash, using individual securities and ETFs; portfolios may include concentrated positions and the firm may, depending on conditions, exclude particular asset classes for extended periods. Accounts are managed on a discretionary basis with formal annual reviews and compliance controls intended to limit conflicts of interest, including pre‑clearance requirements and brief blackout periods for personal trading.
Noteworthy distinctions include managing approximately $259 million in discretionary assets while operating with a very small advisory team and a sole owner, resulting in an unusually high assets‑under‑management per advisor relative to peers. The firm is also affiliated with another SEC‑registered investment adviser (it owns equity in that affiliate and senior personnel perform roles at both entities), a structural detail disclosed in its brochure and reflected in the principal’s time allocation.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.12% monthly $2,000,001 - $5,000,000: 0.09% monthly $5,000,001+: 0.07% monthly
Account minimum: $2,000,000 Fee-only: Monthly fee based on asset value at the end of the month, billed in arrears.
Main office
See office4171 Main Street
Jupiter FL 33458
Advisors at this office
1
Offices (2)
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
Larry A
CFA®, Series 63
Jupiter, FL
Aft, Forsyth And Company, Inc.
Larry Aft is a CFA® charterholder with 21 years of industry experience. He has been with Aft, Forsyth and Company, Inc. since 2005 and also works at Aft, Forsyth & Sober, LLC. Aft, Forsyth and Company, Inc. provides discretionary portfolio management for individual and trust clients, including high-net-worth households, tailoring portfolios to client objectives, risk tolerance, and liquidity needs. The firm employs a combination of fundamental, technical, and economic analysis across equities, fixed income, and cash, managing accounts on a discretionary basis with ongoing supervision and formal annual reviews.
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