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FOREST CAPITAL
FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514 · SEC 801-127542
300 MCGILL AVE NW STE 200, CONCORD, NC, 28027, United States
Phone
704.533.9876
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.2M
Discretionary AUM
$143.2M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $24.3M |
| High net worth individuals | 67 | $109.1M |
| Insurance companies | 1 | $2.8M |
| Corporations/business entities | 2 | $6.9M |
States served
NC, MO
All web addresses on file
Official SEC filing: View on IAPD