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FORTH CAPITAL (USA), LLC
CRD 322623
11111 KATY FREEWAY, SUITE 910, HOUSTON, TX, 77079, United States
Phone
(346) 245-8824
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.5M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $12.9M |
| High net worth individuals | 5 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD