Lake Worth, FL Office

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.