Forthright Family Wealth Advisory LLC
Forthright Family Wealth Advisory LLC is an SEC-registered wealth manager in Houston, TX with $191.2M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Forthright Family Wealth Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304547, SEC 801-117159, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $191.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 2
- Clients
- 64
- CRD
- 304547
- Ownership
- CARLSON, NEAL, DAVID; KEEN HOLDINGS LP; KEEN FAMILY TRUST; CARLSON, JACK, D.; KEEN INTERESTS LLC
How much AUM does Forthright Family Wealth Advisory LLC have?
Forthright Family Wealth Advisory LLC reported $191.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Forthright Family Wealth Advisory LLC?
Disclosed owners and executives of Forthright Family Wealth Advisory LLC include CARLSON, NEAL, DAVID, KEEN HOLDINGS LP, KEEN FAMILY TRUST, CARLSON, JACK, D., KEEN INTERESTS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.