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Forest Capital
Forest Capital is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 325514, SEC file 801-127542), with its main office...
Overview
Forest Capital is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 325514, SEC file 801-127542), with its main office in Charlotte, North Carolina. Its Form ADV filed on 7 July 2026 reports $143.2M in regulatory assets under management across 247 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$143.2M regulatory AUM (Form ADV, July 2026)
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
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