# Forrest Financial Services

Forrest Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://forrestfinancialservices.com

## Regulatory record

- **CRD number:** 117546
- **SEC file number:** 801-133938
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117546

## About

Forrest Financial Services is an SEC-registered investment adviser in Windsor Heights, IA, registered since 2025. The firm manages approximately $154 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What is known about Forrest Financial Services?

Almost nothing is verifiable through public records. The entity maintains no website, no LinkedIn profile, and no traceable regulatory filings that disclose its structure, principals, or investment activities. It represents the extreme end of the privacy spectrum for financial entities.

### Who runs Forrest Financial Services?

No named principals appear in connection with this entity in public records, professional networks, or media coverage. The management structure is entirely private.

### What is the investment strategy of Forrest Financial Services?

The firm has not published an investment mandate, strategy document, or transaction history. No direct investments, fund commitments, or co-investments have been publicly attributed to Forrest Financial Services.

### Does Forrest Financial Services manage outside capital?

There is no public evidence that the firm solicits, manages, or has ever reported outside capital. Its regulatory posture — or lack thereof — provides no indication of third-party LP activity.

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- [Houstoun Capital Management](https://altss.com/profile/houstoun-capital-management-inc)
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Last updated: 2026-07-06T01:24:16.788Z

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