Forest Capital
Forest Capital is an SEC-registered mass-market adviser in Concord, NC with $143.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Forest Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325514, SEC 801-127542, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $143.2M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Concord, NC
- Employees
- 4
- Clients
- 154
- CRD
- 325514
- Ownership
- BOOTH, JULIEN, BINFORD; MCCLURE, CAREY, DAVID; Coulter, Dana; TRIANTAFYLLIDES, DIMITRI
How much AUM does Forest Capital have?
Forest Capital reported $143.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Forest Capital?
Disclosed owners and executives of Forest Capital include BOOTH, JULIEN, BINFORD, MCCLURE, CAREY, DAVID, Coulter, Dana, TRIANTAFYLLIDES, DIMITRI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.