FORTHRIGHT CAPITAL ADVISORY
FORTHRIGHT CAPITAL ADVISORY LLC Legal Name
Adviser information for FORTHRIGHT CAPITAL ADVISORY last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 32 |
|---|---|
| Investment Advisory/Research | 32 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 32 |
| Licensed Agents of an Insurance Company | 32 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 264 | $26.5M |
| Non-Discretionary | 0 | $0 |
| Total | 264 | $26.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 258 | $17.4M |
| HNW Individuals | <5 | $5.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-128191 |
|---|---|
| SEC ERA File Number | 801-128191 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323596 |
| Legal Entity Identifier | None |
Principal Office
7251 W LAKE MEAD BLVD, STE 300LAS VEGAS
NV
United States
Monday - Friday, BY APPOINTMENT
Tel: (702) 217-7676, Fax: None
Websites
Chief Compliance Officer
CHARLES NGUYEN
7251 W LAKE MEAD BLVD, STE 300
LAS VEGAS
NV
United States
Tel:
(702) 217-7676
C******@****************M
(Full email address available in API data)
Industry Affiliates
| FORTHRIGHT CAPITAL PARTNERS | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NGUYEN, CHARLES | Individual | – | OWNER & CCO | 09/2022 | > 75% |