# Forte Asset Management, LLC

Forte Asset Management, LLC is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser
- **Assets under management:** $322.3M regulatory AUM (Form ADV, October 2026)
- **Website:** forteassets.com

## Regulatory record

- **CRD number:** 132969
- **SEC file number:** 801-64405
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-10-02
- **Reports private funds:** No

## About

Forte Asset Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 132969, SEC file 801-64405). Its Form ADV filed on 2 October 2026 reports $322.3M in regulatory assets under management across 155 accounts.

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

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