Forthright Family Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forthright Family Wealth Advisory LLC provides fee‑only, discretionary investment management and comprehensive private wealth planning to individuals, families (including high‑ and ultra‑high‑net‑worth clients), foundations, and businesses. The firm generally prefers a $1 million account minimum but may accept smaller accounts and can recommend other advisors to manage particular asset classes.
The firm establishes client‑specific investment policy statements after assessing risk tolerance and objectives, then implements and continuously monitors portfolios across equities, fixed income, real assets, and alternatives. Forthright uses a blend of fundamental, technical, charting, and cyclical analysis and may employ mutual funds, ETFs, individual securities, options, margin, and private placements as part of tailored strategies.
Forthright is distinctive in managing approximately $191 million in discretionary assets with a very small advisory team, resulting in an unusually high level of assets per advisor relative to peers. The firm is family‑owned, operates under a written Code of Ethics, does not charge performance‑based fees, and discloses that its control person resolved a prior employment‑related arbitration that did not involve client matters.
Client services
Expertise
Occupation focus
Fee options
Fixed fees may be negotiated in certain circumstances
$0 - $1,000,000: 1.2% annually $1,000,001 - $4,000,000: 1.0% annually $4,000,001 - $6,000,000: 0.9% annually $6,000,001 - $8,000,000: 0.8% annually $8,000,001 - $10,000,000: 0.7% annually $10,000,001 - $12,000,000: 0.6% annually $12,000,001 - $14,000,000: 0.5% annually $14,000,001 - $16,000,000: 0.4% annually $16,000,001 - $18,000,000: 0.3% annually $18,000,001 - $20,000,000: 0.2% annually $20,000,001 - $100,000,000: 0.1% annually $100,000,001+: 0.05% annually
Account minimum: $1,000,000 Fee-only: Fee-only investment advisor (no commissions)
Main office
825 Town & Country Ln., 12th Fl.
Houston TX 77024
Advisors at this office
1
Most active in
Texas
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.
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