A complete list of active advisors currently associated with Forge Capital
Warmer can help you find a great advisor at Forge Capital or one who fits your needs even better.
Forge Capital provides discretionary and non-discretionary asset management and financial planning services to individuals, high‑net‑worth clients and public entities, offering ongoing portfolio management, retirement and tax planning, and comprehensive written financial plans that review estate, insurance and cash‑flow considerations. The firm documents client goals and allows investor‑imposed restrictions while also offering access to Sub‑Advisors when clients grant that authority in writing. The firm’s investment process draws on multiple analysis methods — including fundamental, technical, charting and cyclical analysis — and employs a mix of long‑ and short‑term strategies, options trading, margin and alternative instruments depending on client objectives and risk tolerance. Accounts are monitored and reviewed at least annually and may be reviewed more frequently (quarterly for some portfolios) for rebalancing, tax‑loss harvesting or other client‑specific circumstances. Forge Capital is notable among peers for offering a performance‑based fee program to eligible, qualified clients that uses a high‑water mark structure alongside a base management component, although the firm currently reports not receiving performance fees from any client. The firm’s principal also maintains a licensed insurance practice (reported as consuming under 5% of time) and may receive customary insurance commissions, a disclosed potential conflict that the firm addresses through disclosure and its fiduciary policies; at the time of the brochure the firm reported approximately $1.1 million in non‑discretionary assets under management and no discretionary AUM.
To learn more about the advisors currently working at Forge Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 14
|
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