A complete list of active advisors currently associated with Forth Capital (USA), LLC

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Forth Capital (USA) LLC primarily advises U.S. resident UK expatriates who hold UK‑based pensions and offers financial planning, UK pension transfer consulting (including SIPP/QROPS implementation), ongoing asset management, and IRA rollover guidance. Advisory representatives may also act as licensed insurance agents and can offer insurance products in addition to investment advice. The firm delivers tailored, advisory‑level recommendations based on client fact‑finds and a Morningstar risk questionnaire, and it provides services on a non‑discretionary basis—obtaining client approval before executing transactions and not serving as custodian. As disclosed in its brochure, the firm reported $0 in discretionary assets and $9,546,884 in non‑discretionary assets as of December 31, 2024, reflecting a chiefly non‑discretionary business model that is uncommon among comparable team firms. Forth Capital distinguishes itself by integrating UK pension transfer workflows into a U.S. advisory practice, routinely coordinating with UK FCA‑regulated pension transfer specialists for defined benefit transfers and assisting with implementation and ongoing reviews. The firm is part of a broader Forth Capital group and discloses potential conflicts from affiliated insurance activities and use of third‑party specialists, which it documents in client agreements and suitability reports.

To learn more about the advisors currently working at Forth Capital (USA), LLC, 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.