# Forge Financial

Forge Financial is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **Website:** https://forgefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/forge-financial-at-lpl-financial

## Regulatory record

- **CRD number:** 306480
- **SEC file number:** 801-117938
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306480

## About

FORGE FINANCIAL is an SEC-registered investment adviser in EDMOND, OK, registered since 2020. The firm manages approximately $1.5 billion in regulatory assets. It has 15 employees and 15 investment advisers.

## Questions

### Who runs Forge Financial?

No named principal or leadership team member is publicly associated with Forge Financial as of 2026. The firm's ownership and management structure remain undisclosed.

### What is the AUM of Forge Financial?

Forge Financial has not publicly disclosed any AUM figure. No credible estimate from external sources is available.

### Does Forge Financial invest in direct deals or funds?

There is no public information on Forge Financial's investment approach — whether it makes direct investments, fund commitments, or employs other strategies.

### Where is Forge Financial headquartered?

The firm's headquarters location is not publicly listed in any accessible source.

### When was Forge Financial founded?

Forge Financial's founding year is not part of the public record.

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- [American Executive Advisors, LLC](https://altss.com/profile/american-executive-advisors-llc)
- [Astute Financial](https://altss.com/profile/astute-financial-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/forge-financial

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