A complete list of active advisors currently associated with Forthright Capital

Warmer can help you find a great advisor at Forthright Capital or one who fits your needs even better.

Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing about $107.7 million in discretionary assets and serving individuals (including high-net-worth clients), retirement plans, corporations, and charitable organizations. The firm provides investment management, model-based portfolio management, project-based and ongoing financial planning, and employee benefit plan services, and it may facilitate recommendations to third‑party managers and retirement rollovers under applicable fiduciary standards. The firm says it primarily practices passive investment management and constructs client allocations using FC model portfolios, while also using outside managers when appropriate; client portfolios are implemented based on individual investment policy statements. Reporting and billing rely on third‑party technology and custodian data feeds, and accounts are reviewed on a regular quarterly cadence by firm oversight and the adviser representative. Compared with peers, Forthright operates from an unusually large number of offices for a team firm (18 offices) and discloses an affiliated insurance entity whose advisors commonly act as insurance agents, a relationship the brochure identifies as a potential conflict of interest. The firm’s document also emphasizes due diligence and ongoing monitoring of outside managers’ holdings and exposures — including attention to leverage and ETF strategies — as part of its portfolio oversight.

To learn more about the advisors currently working at Forthright 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.

You can also browse Forthright Capital's office locations.