# Forest Capital

Forest Capital is a Registered Investment Adviser based in Charlotte, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** $143.2M regulatory AUM (Form ADV, July 2026)
- **Website:** forestcapital.net

## Regulatory record

- **CRD number:** 325514
- **SEC file number:** 801-127542
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-07-07
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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